O'ROURKE & COMPANY, Inc JPM Holdings History
O'ROURKE & COMPANY, Inc's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, O'ROURKE & COMPANY, Inc held 22,963.00 shares of JPMorgan Chase & Co(JPM), totaling $6.66 Mil. This investment constitutes 3.11% of their stock portfolio, and O'ROURKE & COMPANY, Inc now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then O'ROURKE & COMPANY, Inc has made 11 purchases of JPM, at an average price of $158.99, for a total of 23,395.00 shares. In addition, there have been 3 sales at an average price of $244.77 for 432.00 shares. Based on historical transaction data and JPM's current price of $296.76, O'ROURKE & COMPANY, Inc's estimated gain on his JPM holdings is $3.20 Mil, reflecting a 86.05% gain to date.
O'ROURKE & COMPANY, Inc JPM ($296.76) Holding Chart
O'ROURKE & COMPANY, Inc JPM ($296.76) 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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