Number of Shares
78,335.00
Current Holdings Value*
$22.71 Mil
% of Portfolio
6.02%
Total Estimate Gain
$14.44 Mil
% of Total Estimate Gain
146.16%

WHITENER CAPITAL MANAGEMENT, INC.'s JPMorgan Chase & Co Holding Summary

As of 2025-06-30, WHITENER CAPITAL MANAGEMENT, INC. held 78,335.00 shares of JPMorgan Chase & Co(JPM), totaling $22.71 Mil. This investment constitutes 6.02% of their stock portfolio, and WHITENER CAPITAL MANAGEMENT, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then WHITENER CAPITAL MANAGEMENT, INC. has made 17 purchases of JPM, at an average price of $116.37, for a total of 84,873.00 shares. In addition, there have been 12 sales at an average price of $175.83 for 6,538.00 shares. Based on historical transaction data and JPM's current price of $295.70, WHITENER CAPITAL MANAGEMENT, INC.'s estimated gain on his JPM holdings is $14.44 Mil, reflecting a 146.16% gain to date.

WHITENER CAPITAL MANAGEMENT, INC. JPM ($295.70) Holding Chart

WHITENER CAPITAL MANAGEMENT, INC. JPM ($295.70) 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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