Moreno Evelyn V JPM Holdings History
Number of Shares
23,205.00
Current Holdings Value*
$3.95 Mil
% of Portfolio
1.86%
Total Estimate Gain
$9.63 Mil
% of Total Estimate Gain
79.49%
Moreno Evelyn V's JPMorgan Chase & Co Holding Summary
As of 2023-12-31, Moreno Evelyn V held 23,205.00 shares of JPMorgan Chase & Co(JPM), totaling $3.95 Mil. This investment constitutes 1.86% of their stock portfolio, and Moreno Evelyn V now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then Moreno Evelyn V has made 15 purchases of JPM, at an average price of $89.51, for a total of 135,330.00 shares. In addition, there have been 16 sales at an average price of $134.48 for 112,125.00 shares. Based on historical transaction data and JPM's current price of $287.11, Moreno Evelyn V's estimated gain on his JPM holdings is $9.63 Mil, reflecting a 79.49% gain to date.
Moreno Evelyn V JPM ($287.11) Holding Chart
Moreno Evelyn V JPM ($287.11) 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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