Intrepid Financial Planning Group LLC JPM Holdings History
Intrepid Financial Planning Group LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Intrepid Financial Planning Group LLC held 22,269.00 shares of JPMorgan Chase & Co(JPM), totaling $5.46 Mil. This investment constitutes 2.53% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q2. And since then Intrepid Financial Planning Group LLC has made 5 purchases of JPM, at an average price of $125.25, for a total of 22,525.00 shares. In addition, there have been 3 sales at an average price of $171.26 for 256.00 shares. Based on historical transaction data and JPM's current price of $264.95, Intrepid Financial Planning Group LLC's estimated gain on his JPM holdings is $3.12 Mil, reflecting a 110.69% gain to date.
Intrepid Financial Planning Group LLC JPM ($264.95) Holding Chart
Intrepid Financial Planning Group LLC JPM ($264.95) 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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