Number of Shares
25,027.00
Current Holdings Value*
$6.14 Mil
% of Portfolio
1.91%
Total Estimate Gain
$4.43 Mil
% of Total Estimate Gain
117.06%

Midwest Professional Planners, LTD.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Midwest Professional Planners, LTD. held 25,027.00 shares of JPMorgan Chase & Co(JPM), totaling $6.14 Mil. This investment constitutes 1.91% of their stock portfolio, and Midwest Professional Planners, LTD. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Midwest Professional Planners, LTD. has made 22 purchases of JPM, at an average price of $127.94, for a total of 29,564.00 shares. In addition, there have been 6 sales at an average price of $176.82 for 4,537.00 shares. Based on historical transaction data and JPM's current price of $296.00, Midwest Professional Planners, LTD.'s estimated gain on his JPM holdings is $4.43 Mil, reflecting a 117.06% gain to date.

Midwest Professional Planners, LTD. JPM ($296.00) Holding Chart

Midwest Professional Planners, LTD. JPM ($296.00) 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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