RICHARDS, MERRILL & PETERSON, INC. JPM Holdings History
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 % |
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