NBC SECURITIES, INC. JPM Holdings History

Number of Shares
40,355.00
Current Holdings Value*
$11.70 Mil
% of Portfolio
0.96%
Total Estimate Gain
$4.95 Mil
% of Total Estimate Gain
28.60%

NBC SECURITIES, INC.'s JPMorgan Chase & Co Holding Summary

As of 2025-06-30, NBC SECURITIES, INC. held 40,355.00 shares of JPMorgan Chase & Co(JPM), totaling $11.70 Mil. This investment constitutes 0.96% of their stock portfolio, and NBC SECURITIES, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q3. And since then NBC SECURITIES, INC. has made 4 purchases of JPM, at an average price of $201.14, for a total of 85,957.00 shares. In addition, there have been 3 sales at an average price of $233.73 for 45,602.00 shares. Based on historical transaction data and JPM's current price of $286.86, NBC SECURITIES, INC.'s estimated gain on his JPM holdings is $4.95 Mil, reflecting a 28.60% gain to date.

NBC SECURITIES, INC. JPM ($286.86) Holding Chart

NBC SECURITIES, INC. JPM ($286.86) 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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