Number of Shares
14,371.00
Current Holdings Value*
$3.53 Mil
% of Portfolio
1.83%
Total Estimate Gain
$835,810.80
% of Total Estimate Gain
24.68%

RICHARDS, MERRILL & PETERSON, INC.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, RICHARDS, MERRILL & PETERSON, INC. held 14,371.00 shares of JPMorgan Chase & Co(JPM), totaling $3.53 Mil. This investment constitutes 1.83% of their stock portfolio, and RICHARDS, MERRILL & PETERSON, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $254.94 for 146.00 shares. Based on historical transaction data and JPM's current price of $291.27, RICHARDS, MERRILL & PETERSON, INC.'s estimated gain on his JPM holdings is $835,810.80, reflecting a 24.68% gain to date.

RICHARDS, MERRILL & PETERSON, INC. JPM ($291.27) Holding Chart

RICHARDS, MERRILL & PETERSON, INC. JPM ($291.27) 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