Number of Shares
45,954.00
Current Holdings Value*
$11.27 Mil
% of Portfolio
2.97%
Total Estimate Gain
$4.51 Mil
% of Total Estimate Gain
49.81%

Mystic Asset Management, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Mystic Asset Management, Inc. held 45,954.00 shares of JPMorgan Chase & Co(JPM), totaling $11.27 Mil. This investment constitutes 2.97% of their stock portfolio, and Mystic Asset Management, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then Mystic Asset Management, Inc. has made 8 purchases of JPM, at an average price of $192.76, for a total of 46,929.00 shares. In addition, there have been 6 sales at an average price of $163.11 for 975.00 shares. Based on historical transaction data and JPM's current price of $291.43, Mystic Asset Management, Inc.'s estimated gain on his JPM holdings is $4.51 Mil, reflecting a 49.81% gain to date.

Mystic Asset Management, Inc. JPM ($291.43) Holding Chart

Mystic Asset Management, Inc. JPM ($291.43) 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 %

Top Ranked Articles

  • 1