AFFINITY INVESTMENT ADVISORS, LLC JPM Holdings History
AFFINITY INVESTMENT ADVISORS, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, AFFINITY INVESTMENT ADVISORS, LLC held 15,481.00 shares of JPMorgan Chase & Co(JPM), totaling $3.80 Mil. This investment constitutes 3.09% of their stock portfolio, and AFFINITY INVESTMENT ADVISORS, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q3. And since then AFFINITY INVESTMENT ADVISORS, LLC has made 11 purchases of JPM, at an average price of $60.28, for a total of 782,861.00 shares. In addition, there have been 35 sales at an average price of $93.56 for 767,380.00 shares. Based on historical transaction data and JPM's current price of $291.97, AFFINITY INVESTMENT ADVISORS, LLC's estimated gain on his JPM holdings is $29.13 Mil, reflecting a 61.73% gain to date.
AFFINITY INVESTMENT ADVISORS, LLC JPM ($291.97) Holding Chart
AFFINITY INVESTMENT ADVISORS, LLC JPM ($291.97) 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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