Number of Shares
51,923.00
Current Holdings Value*
$12.84 Mil
% of Portfolio
1.43%
Total Estimate Gain
$11.00 Mil
% of Total Estimate Gain
111.66%

Royal Fund Management, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Royal Fund Management, LLC held 51,923.00 shares of JPMorgan Chase & Co(JPM), totaling $12.84 Mil. This investment constitutes 1.43% of their stock portfolio, and Royal Fund Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Royal Fund Management, LLC has made 15 purchases of JPM, at an average price of $111.04, for a total of 88,688.00 shares. In addition, there have been 13 sales at an average price of $148.15 for 36,765.00 shares. Based on historical transaction data and JPM's current price of $296.55, Royal Fund Management, LLC's estimated gain on his JPM holdings is $11.00 Mil, reflecting a 111.66% gain to date.

Royal Fund Management, LLC JPM ($296.55) Holding Chart

Royal Fund Management, LLC JPM ($296.55) 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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