$248.30
+$2.20 (+0.89%)
Last: 4:00 PM ET • Apr 25, 2026
Shares
140
Avg cost
$162.80
Market value
$34,762
Unrealized G/L
+$11,970
+52.52%
Yield
2.18%
$758/yr est.
Tax lots
0 lots
| Acquired | Shares | Cost | Unrealized | Holding period |
|---|---|---|---|---|
| No tax lots — likely a synthetic position. | ||||
Lot strategy hint: Selling the long-term lot first locks in a $0 long-term gain (taxed at 15-20%). Selling the short-term lot pays ordinary income.
News on this position
Reuters•6 hr agoLOW IMPACT
JPMorgan trading desk Q1 revenue tops $9B on volatility surge
Position health
% of portfolio2.6%
% of sector5.0%
AccountSchwab
52w high$732.40
52w low$398.10
Beta (1Y)1.42
Avg vol (3M)42.1M
vs benchmarks (1Y)
Is this stock outperforming its peers?
JPM+58.4%
S&P 500 (SPY)+15.2%
Financial sector+12.4%
JPM has beaten the S&P by +43.2pp over the past year.
Dividend history
May 31, 2026
$1.25/sh · ex May 2
$175.00
scheduled
Earnings
Next report
Tonight
After-market close
Street EPS est. $5.42
Implied move ±8.3%