Number of Shares
33,556.00
Current Holdings Value*
$8.23 Mil
% of Portfolio
2.49%
Total Estimate Gain
$5.84 Mil
% of Total Estimate Gain
117.69%

Nikulski Financial, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Nikulski Financial, Inc. held 33,556.00 shares of JPMorgan Chase & Co(JPM), totaling $8.23 Mil. This investment constitutes 2.49% of their stock portfolio, and Nikulski Financial, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Nikulski Financial, Inc. has made 20 purchases of JPM, at an average price of $116.48, for a total of 42,574.00 shares. In addition, there have been 7 sales at an average price of $112.64 for 9,018.00 shares. Based on historical transaction data and JPM's current price of $291.43, Nikulski Financial, Inc.'s estimated gain on his JPM holdings is $5.84 Mil, reflecting a 117.69% gain to date.

Nikulski Financial, Inc. JPM ($291.43) Holding Chart

Nikulski Financial, 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