Number of Shares
31,507.00
Current Holdings Value*
$6.64 Mil
% of Portfolio
4.57%
Total Estimate Gain
$19.86 Mil
% of Total Estimate Gain
15.68%

GUNN & Co INVESTMENT MANAGEMENT, INC.'s JPMorgan Chase & Co Holding Summary

As of 2024-09-30, GUNN & Co INVESTMENT MANAGEMENT, INC. held 31,507.00 shares of JPMorgan Chase & Co(JPM), totaling $6.64 Mil. This investment constitutes 4.57% of their stock portfolio, and GUNN & Co INVESTMENT MANAGEMENT, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q3. And since then GUNN & Co INVESTMENT MANAGEMENT, INC. has made 2 purchases of JPM, at an average price of $172.33, for a total of 735,069.00 shares. In addition, there have been 2 sales at an average price of $195.43 for 703,562.00 shares. Based on historical transaction data and JPM's current price of $286.86, GUNN & Co INVESTMENT MANAGEMENT, INC.'s estimated gain on his JPM holdings is $19.86 Mil, reflecting a 15.68% gain to date.

GUNN & Co INVESTMENT MANAGEMENT, INC. JPM ($286.86) Holding Chart

GUNN & Co INVESTMENT MANAGEMENT, INC. JPM ($286.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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