Number of Shares
9,934.00
Current Holdings Value*
$2.88 Mil
% of Portfolio
2.5%
Total Estimate Gain
$1.22 Mil
% of Total Estimate Gain
63.17%

US Asset Management LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, US Asset Management LLC held 9,934.00 shares of JPMorgan Chase & Co(JPM), totaling $2.88 Mil. This investment constitutes 2.5% of their stock portfolio, and US Asset Management LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q3. And since then US Asset Management LLC has made 4 purchases of JPM, at an average price of $169.63, for a total of 11,411.00 shares. In addition, there have been 9 sales at an average price of $181.40 for 1,477.00 shares. Based on historical transaction data and JPM's current price of $290.97, US Asset Management LLC's estimated gain on his JPM holdings is $1.22 Mil, reflecting a 63.17% gain to date.

US Asset Management LLC JPM ($290.97) Holding Chart

US Asset Management LLC JPM ($290.97) 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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