Number of Shares
39,450.00
Current Holdings Value*
$9.68 Mil
% of Portfolio
6.4%
Total Estimate Gain
$9.78 Mil
% of Total Estimate Gain
29.12%

RWQ Financial Management Services, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, RWQ Financial Management Services, Inc. held 39,450.00 shares of JPMorgan Chase & Co(JPM), totaling $9.68 Mil. This investment constitutes 6.4% of their stock portfolio, and RWQ Financial Management Services, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q4. And since then RWQ Financial Management Services, Inc. has made 10 purchases of JPM, at an average price of $155.35, for a total of 216,133.00 shares. In addition, there have been 7 sales at an average price of $180.30 for 176,683.00 shares. Based on historical transaction data and JPM's current price of $291.43, RWQ Financial Management Services, Inc.'s estimated gain on his JPM holdings is $9.78 Mil, reflecting a 29.12% gain to date.

RWQ Financial Management Services, Inc. JPM ($291.43) Holding Chart

RWQ Financial Management Services, Inc. JPM ($291.43) 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