Stolper Co JPM Holdings History

Number of Shares
57,092.00
Current Holdings Value*
$16.55 Mil
% of Portfolio
5.44%
Total Estimate Gain
$8.94 Mil
% of Total Estimate Gain
52.42%

Stolper Co's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Stolper Co held 57,092.00 shares of JPMorgan Chase & Co(JPM), totaling $16.55 Mil. This investment constitutes 5.44% of their stock portfolio, and Stolper Co now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q1. And since then Stolper Co has made 9 purchases of JPM, at an average price of $141.62, for a total of 120,462.00 shares. In addition, there have been 12 sales at an average price of $149.16 for 63,370.00 shares. Based on historical transaction data and JPM's current price of $289.90, Stolper Co's estimated gain on his JPM holdings is $8.94 Mil, reflecting a 52.42% gain to date.

Stolper Co JPM ($289.90) Holding Chart

Stolper Co 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 %

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