Talbot Financial, LLC JPM Holdings History

Number of Shares
107,270.00
Current Holdings Value*
$31.10 Mil
% of Portfolio
2.94%
Total Estimate Gain
$16.01 Mil
% of Total Estimate Gain
87.51%

Talbot Financial, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Talbot Financial, LLC held 107,270.00 shares of JPMorgan Chase & Co(JPM), totaling $31.10 Mil. This investment constitutes 2.94% of their stock portfolio, and Talbot Financial, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2022Q4. And since then Talbot Financial, LLC has made 7 purchases of JPM, at an average price of $143.78, for a total of 127,261.00 shares. In addition, there have been 3 sales at an average price of $152.51 for 19,991.00 shares. Based on historical transaction data and JPM's current price of $291.43, Talbot Financial, LLC's estimated gain on his JPM holdings is $16.01 Mil, reflecting a 87.51% gain to date.

Talbot Financial, LLC JPM ($291.43) Holding Chart

Talbot Financial, LLC JPM ($291.43) 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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