Number of Shares
8,228.00
Current Holdings Value*
$2.02 Mil
% of Portfolio
1.59%
Total Estimate Gain
$726,660.32
% of Total Estimate Gain
13.30%

Terra Nova Asset Management LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Terra Nova Asset Management LLC held 8,228.00 shares of JPMorgan Chase & Co(JPM), totaling $2.02 Mil. This investment constitutes 1.59% of their stock portfolio, and Terra Nova Asset Management LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Terra Nova Asset Management LLC has made 7 purchases of JPM, at an average price of $148.56, for a total of 36,788.00 shares. In addition, there have been 7 sales at an average price of $132.41 for 28,560.00 shares. Based on historical transaction data and JPM's current price of $292.91, Terra Nova Asset Management LLC's estimated gain on his JPM holdings is $726,660.32, reflecting a 13.30% gain to date.

Terra Nova Asset Management LLC JPM ($292.91) Holding Chart

Terra Nova Asset Management LLC JPM ($292.91) 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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