Number of Shares
28,404.00
Current Holdings Value*
$8.23 Mil
% of Portfolio
1.66%
Total Estimate Gain
$5.06 Mil
% of Total Estimate Gain
105.81%

MARINO, STRAM & ASSOCIATES LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, MARINO, STRAM & ASSOCIATES LLC held 28,404.00 shares of JPMorgan Chase & Co(JPM), totaling $8.23 Mil. This investment constitutes 1.66% of their stock portfolio, and MARINO, STRAM & ASSOCIATES LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then MARINO, STRAM & ASSOCIATES LLC has made 26 purchases of JPM, at an average price of $124.62, for a total of 38,343.00 shares. In addition, there have been 4 sales at an average price of $157.02 for 9,939.00 shares. Based on historical transaction data and JPM's current price of $291.27, MARINO, STRAM & ASSOCIATES LLC's estimated gain on his JPM holdings is $5.06 Mil, reflecting a 105.81% gain to date.

MARINO, STRAM & ASSOCIATES LLC JPM ($291.27) Holding Chart

MARINO, STRAM & ASSOCIATES LLC JPM ($291.27) 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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