Number of Shares
20,653.00
Current Holdings Value*
$5.07 Mil
% of Portfolio
2.17%
Total Estimate Gain
$2.67 Mil
% of Total Estimate Gain
80.80%

Zullo Investment Group, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Zullo Investment Group, Inc. held 20,653.00 shares of JPMorgan Chase & Co(JPM), totaling $5.07 Mil. This investment constitutes 2.17% of their stock portfolio, and Zullo Investment Group, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then Zullo Investment Group, Inc. has made 12 purchases of JPM, at an average price of $159.18, for a total of 20,752.00 shares. In addition, there have been 1 sales at an average price of $210.63 for 99.00 shares. Based on historical transaction data and JPM's current price of $288.17, Zullo Investment Group, Inc.'s estimated gain on his JPM holdings is $2.67 Mil, reflecting a 80.80% gain to date.

Zullo Investment Group, Inc. JPM ($288.17) Holding Chart

Zullo Investment Group, Inc. JPM ($288.17) 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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