Number of Shares
208,192.00
Current Holdings Value*
$51.07 Mil
% of Portfolio
4.09%
Total Estimate Gain
$27.91 Mil
% of Total Estimate Gain
75.07%

Mill Capital Management, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Mill Capital Management, LLC held 208,192.00 shares of JPMorgan Chase & Co(JPM), totaling $51.07 Mil. This investment constitutes 4.09% of their stock portfolio, and Mill Capital Management, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then Mill Capital Management, LLC has made 4 purchases of JPM, at an average price of $161.42, for a total of 230,337.00 shares. In addition, there have been 9 sales at an average price of $180.68 for 22,145.00 shares. Based on historical transaction data and JPM's current price of $293.44, Mill Capital Management, LLC's estimated gain on his JPM holdings is $27.91 Mil, reflecting a 75.07% gain to date.

Mill Capital Management, LLC JPM ($293.44) Holding Chart

Mill Capital Management, LLC JPM ($293.44) 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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