Union Heritage Capital, LLC JPM Holdings History
Union Heritage Capital, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Union Heritage Capital, LLC held 30,205.00 shares of JPMorgan Chase & Co(JPM), totaling $7.41 Mil. This investment constitutes 2.76% of their stock portfolio, and Union Heritage Capital, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q1. And since then Union Heritage Capital, LLC has made 3 purchases of JPM, at an average price of $150.74, for a total of 30,605.00 shares. In addition, there have been 1 sales at an average price of $147.84 for 400.00 shares. Based on historical transaction data and JPM's current price of $291.43, Union Heritage Capital, LLC's estimated gain on his JPM holdings is $4.25 Mil, reflecting a 92.09% gain to date.
Union Heritage Capital, LLC JPM ($291.43) Holding Chart
Union Heritage Capital, 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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