Number of Shares
55,936.00
Current Holdings Value*
$7.29 Mil
% of Portfolio
4.26%
Total Estimate Gain
$14.35 Mil
% of Total Estimate Gain
194.50%

Security Asset Management's JPMorgan Chase & Co Holding Summary

As of 2023-03-31, Security Asset Management held 55,936.00 shares of JPMorgan Chase & Co(JPM), totaling $7.29 Mil. This investment constitutes 4.26% of their stock portfolio, and Security Asset Management now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2015Q1. And since then Security Asset Management has made 7 purchases of JPM, at an average price of $75.36, for a total of 97,881.00 shares. In addition, there have been 11 sales at an average price of $131.33 for 41,945.00 shares. Based on historical transaction data and JPM's current price of $289.90, Security Asset Management's estimated gain on his JPM holdings is $14.35 Mil, reflecting a 194.50% gain to date.

Security Asset Management JPM ($289.90) Holding Chart

Security Asset Management JPM ($289.90) 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