Number of Shares
11,945.00
Current Holdings Value*
$2.93 Mil
% of Portfolio
1.99%
Total Estimate Gain
$700,629.25
% of Total Estimate Gain
24.33%

Millstone Evans Group, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Millstone Evans Group, LLC held 11,945.00 shares of JPMorgan Chase & Co(JPM), totaling $2.93 Mil. This investment constitutes 1.99% of their stock portfolio, and Millstone Evans Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $254.94 for 395.00 shares. Based on historical transaction data and JPM's current price of $291.27, Millstone Evans Group, LLC's estimated gain on his JPM holdings is $700,629.25, reflecting a 24.33% gain to date.

Millstone Evans Group, LLC JPM ($291.27) Holding Chart

Millstone Evans Group, 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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