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Financial Services
Price
$363.11
Buy zone
Not set
Target
—
Market data Aug 13, 2026, 5:31 PM EDT
Portfolio summary
Shares
63.131
Average cost
$138.60
Market value
$22,923.61
Unrealized
+$14,173.61
Unrealized %
+161.98%
Realized
$0.00
Investment thesis
JPMorgan Chase & Co. is included to demonstrate portfolio research and position analytics.