Number of Shares
23,938.00
Current Holdings Value*
$5.87 Mil
% of Portfolio
2.66%
Total Estimate Gain
$3.06 Mil
% of Total Estimate Gain
71.07%

Mechanics Financial Corp's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Mechanics Financial Corp held 23,938.00 shares of JPMorgan Chase & Co(JPM), totaling $5.87 Mil. This investment constitutes 2.66% of their stock portfolio, and Mechanics Financial Corp now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then Mechanics Financial Corp has made 4 purchases of JPM, at an average price of $162.69, for a total of 26,421.00 shares. In addition, there have been 8 sales at an average price of $153.46 for 2,483.00 shares. Based on historical transaction data and JPM's current price of $291.27, Mechanics Financial Corp's estimated gain on his JPM holdings is $3.06 Mil, reflecting a 71.07% gain to date.

Mechanics Financial Corp JPM ($291.27) Holding Chart

Mechanics Financial Corp 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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