McBroom & Associates, LLC JPM Holdings History
McBroom & Associates, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, McBroom & Associates, LLC held 36,084.00 shares of JPMorgan Chase & Co(JPM), totaling $8.85 Mil. This investment constitutes 5.06% of their stock portfolio, and McBroom & Associates, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then McBroom & Associates, LLC has made 7 purchases of JPM, at an average price of $162.28, for a total of 40,078.00 shares. In addition, there have been 7 sales at an average price of $152.69 for 3,994.00 shares. Based on historical transaction data and JPM's current price of $296.76, McBroom & Associates, LLC's estimated gain on his JPM holdings is $4.81 Mil, reflecting a 74.02% gain to date.
McBroom & Associates, LLC JPM ($296.76) Holding Chart
McBroom & Associates, LLC JPM ($296.76) 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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