Ransom Advisory, Ltd JPM Holdings History
Number of Shares
31,964.00
Current Holdings Value*
$9.27 Mil
% of Portfolio
4.37%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
16.74%
Ransom Advisory, Ltd's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Ransom Advisory, Ltd held 31,964.00 shares of JPMorgan Chase & Co(JPM), totaling $9.27 Mil. This investment constitutes 4.37% of their stock portfolio, and Ransom Advisory, Ltd now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $255.03 for 410.00 shares. Based on historical transaction data and JPM's current price of $298.15, Ransom Advisory, Ltd's estimated gain on his JPM holdings is $1.38 Mil, reflecting a 16.74% gain to date.
Ransom Advisory, Ltd JPM ($298.15) Holding Chart
Ransom Advisory, Ltd JPM ($298.15) 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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