Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$35,494.40
% of Total Estimate Gain
8.81%

Spectrum Investment Advisors, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Spectrum Investment Advisors, Inc. held - shares of JPMorgan Chase & Co(JPM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Spectrum Investment Advisors, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q1. And since then Spectrum Investment Advisors, Inc. has made 2 purchases of JPM, at an average price of $203.95, for a total of 1,975.00 shares. In addition, there have been 2 sales at an average price of $221.92 for 1,975.00 shares. Based on historical transaction data and JPM's current price of $291.27, Spectrum Investment Advisors, Inc.'s estimated gain on his JPM holdings is $35,494.40, reflecting a 8.81% gain to date.

Spectrum Investment Advisors, Inc. JPM ($291.27) Holding Chart

Spectrum Investment Advisors, 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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