Addison Capital Co JPM Holdings History

Number of Shares
30,086.00
Current Holdings Value*
$7.38 Mil
% of Portfolio
2.89%
Total Estimate Gain
$7.04 Mil
% of Total Estimate Gain
150.79%

Addison Capital Co's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Addison Capital Co held 30,086.00 shares of JPMorgan Chase & Co(JPM), totaling $7.38 Mil. This investment constitutes 2.89% of their stock portfolio, and Addison Capital Co now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then Addison Capital Co has made 15 purchases of JPM, at an average price of $86.70, for a total of 53,839.00 shares. In addition, there have been 27 sales at an average price of $125.63 for 23,753.00 shares. Based on historical transaction data and JPM's current price of $289.91, Addison Capital Co's estimated gain on his JPM holdings is $7.04 Mil, reflecting a 150.79% gain to date.

Addison Capital Co JPM ($289.91) Holding Chart

Addison Capital Co JPM ($289.91) 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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