Number of Shares
16,457.00
Current Holdings Value*
$2.24 Mil
% of Portfolio
1.55%
Total Estimate Gain
$2.93 Mil
% of Total Estimate Gain
155.57%

RITTER DANIHER FINANCIAL ADVISORY LLC's JPMorgan Chase & Co Holding Summary

As of 2022-03-31, RITTER DANIHER FINANCIAL ADVISORY LLC held 16,457.00 shares of JPMorgan Chase & Co(JPM), totaling $2.24 Mil. This investment constitutes 1.55% of their stock portfolio, and RITTER DANIHER FINANCIAL ADVISORY LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q4. And since then RITTER DANIHER FINANCIAL ADVISORY LLC has made 4 purchases of JPM, at an average price of $113.66, for a total of 16,553.00 shares. In addition, there have been 1 sales at an average price of $156.81 for 96.00 shares. Based on historical transaction data and JPM's current price of $291.27, RITTER DANIHER FINANCIAL ADVISORY LLC's estimated gain on his JPM holdings is $2.93 Mil, reflecting a 155.57% gain to date.

RITTER DANIHER FINANCIAL ADVISORY LLC JPM ($291.27) Holding Chart

RITTER DANIHER FINANCIAL ADVISORY LLC 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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