Shum Financial Group, Inc. JPM Holdings History
Shum Financial Group, Inc.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Shum Financial Group, Inc. held 10,919.00 shares of JPMorgan Chase & Co(JPM), totaling $2.68 Mil. This investment constitutes 2.32% of their stock portfolio, and Shum Financial Group, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 1 purchases of JPM, at an average price of $210.68, for a total of 11,270.00 shares. In addition, there have been 1 sales at an average price of $233.33 for 351.00 shares. Based on historical transaction data and JPM's current price of $291.27, Shum Financial Group, Inc.'s estimated gain on his JPM holdings is $887,899.83, reflecting a 37.40% gain to date.
Shum Financial Group, Inc. JPM ($291.27) Holding Chart
Shum Financial Group, Inc. 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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