Number of Shares
54,451.00
Current Holdings Value*
$13.36 Mil
% of Portfolio
3.35%
Total Estimate Gain
$21.10 Mil
% of Total Estimate Gain
91.45%

ALPINE WOODS CAPITAL INVESTORS, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, ALPINE WOODS CAPITAL INVESTORS, LLC held 54,451.00 shares of JPMorgan Chase & Co(JPM), totaling $13.36 Mil. This investment constitutes 3.35% of their stock portfolio, and ALPINE WOODS CAPITAL INVESTORS, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then ALPINE WOODS CAPITAL INVESTORS, LLC has made 15 purchases of JPM, at an average price of $97.02, for a total of 237,769.00 shares. In addition, there have been 20 sales at an average price of $153.41 for 183,318.00 shares. Based on historical transaction data and JPM's current price of $294.64, ALPINE WOODS CAPITAL INVESTORS, LLC's estimated gain on his JPM holdings is $21.10 Mil, reflecting a 91.45% gain to date.

ALPINE WOODS CAPITAL INVESTORS, LLC JPM ($294.64) Holding Chart

ALPINE WOODS CAPITAL INVESTORS, LLC JPM ($294.64) 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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