1620 INVESTMENT ADVISORS, INC. JPM Holdings History
1620 INVESTMENT ADVISORS, INC.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, 1620 INVESTMENT ADVISORS, INC. held 10,368.00 shares of JPMorgan Chase & Co(JPM), totaling $2.54 Mil. This investment constitutes 1.97% of their stock portfolio, and 1620 INVESTMENT ADVISORS, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then 1620 INVESTMENT ADVISORS, INC. has made 7 purchases of JPM, at an average price of $154.33, for a total of 22,271.00 shares. In addition, there have been 5 sales at an average price of $151.45 for 11,903.00 shares. Based on historical transaction data and JPM's current price of $297.68, 1620 INVESTMENT ADVISORS, INC.'s estimated gain on his JPM holdings is $1.45 Mil, reflecting a 42.25% gain to date.
1620 INVESTMENT ADVISORS, INC. JPM ($297.68) Holding Chart
1620 INVESTMENT ADVISORS, INC. JPM ($297.68) 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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