OPTIMAS CAPITAL Ltd JPM Holdings History

Number of Shares
23,171.00
Current Holdings Value*
$5.68 Mil
% of Portfolio
9.65%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
8.58%

OPTIMAS CAPITAL Ltd's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, OPTIMAS CAPITAL Ltd held 23,171.00 shares of JPMorgan Chase & Co(JPM), totaling $5.68 Mil. This investment constitutes 9.65% of their stock portfolio, and OPTIMAS CAPITAL Ltd now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then OPTIMAS CAPITAL Ltd has made 5 purchases of JPM, at an average price of $161.54, for a total of 143,296.00 shares. In addition, there have been 5 sales at an average price of $153.32 for 120,125.00 shares. Based on historical transaction data and JPM's current price of $289.90, OPTIMAS CAPITAL Ltd's estimated gain on his JPM holdings is $1.99 Mil, reflecting a 8.58% gain to date.

OPTIMAS CAPITAL Ltd JPM ($289.90) Holding Chart

OPTIMAS CAPITAL Ltd JPM ($289.90) 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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