Number of Shares
32,555.00
Current Holdings Value*
$7.99 Mil
% of Portfolio
2.08%
Total Estimate Gain
$4.56 Mil
% of Total Estimate Gain
87.26%

Stonebrook Private Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Stonebrook Private Inc. held 32,555.00 shares of JPMorgan Chase & Co(JPM), totaling $7.99 Mil. This investment constitutes 2.08% of their stock portfolio, and Stonebrook Private Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q4. And since then Stonebrook Private Inc. has made 2 purchases of JPM, at an average price of $154.96, for a total of 33,741.00 shares. In addition, there have been 3 sales at an average price of $233.57 for 1,186.00 shares. Based on historical transaction data and JPM's current price of $292.25, Stonebrook Private Inc.'s estimated gain on his JPM holdings is $4.56 Mil, reflecting a 87.26% gain to date.

Stonebrook Private Inc. JPM ($292.25) Holding Chart

Stonebrook Private Inc. JPM ($292.25) 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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