JAMES BALANCED: GOLDEN RAINBOW FUND JPM Holdings History
JAMES BALANCED: GOLDEN RAINBOW FUND's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, JAMES BALANCED: GOLDEN RAINBOW FUND held 30,926.00 shares of JPMorgan Chase & Co(JPM), totaling $7.59 Mil. This investment constitutes 3.83% of their stock portfolio, and JAMES BALANCED: GOLDEN RAINBOW FUND now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. In addition, there have been 3 sales at an average price of $141.64 for 107,144.00 shares. Based on historical transaction data and JPM's current price of $289.90, JAMES BALANCED: GOLDEN RAINBOW FUND's estimated gain on his JPM holdings is $8.52 Mil, reflecting a 54.58% gain to date.
JAMES BALANCED: GOLDEN RAINBOW FUND JPM ($289.90) Holding Chart
JAMES BALANCED: GOLDEN RAINBOW FUND JPM ($289.90) 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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