InterOcean Capital Group, LLC JPM Holdings History
InterOcean Capital Group, LLC's JPMorgan Chase & Co Holding Summary
As of 2024-03-31, InterOcean Capital Group, LLC held 521,494.00 shares of JPMorgan Chase & Co(JPM), totaling $104.46 Mil. This investment constitutes 2.52% of their stock portfolio, and InterOcean Capital Group, LLC now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q4. And since then InterOcean Capital Group, LLC has made 10 purchases of JPM, at an average price of $122.57, for a total of 543,331.00 shares. In addition, there have been 3 sales at an average price of $158.94 for 21,837.00 shares. Based on historical transaction data and JPM's current price of $296.00, InterOcean Capital Group, LLC's estimated gain on his JPM holdings is $91.23 Mil, reflecting a 136.99% gain to date.
InterOcean Capital Group, LLC JPM ($296.00) Holding Chart
InterOcean Capital Group, LLC JPM ($296.00) 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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