Agate Pass Investment Management, LLC JPM Holdings History
Agate Pass Investment Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Agate Pass Investment Management, LLC held 27,599.00 shares of JPMorgan Chase & Co(JPM), totaling $6.77 Mil. This investment constitutes 2.9% of their stock portfolio, and Agate Pass Investment Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Agate Pass Investment Management, LLC has made 8 purchases of JPM, at an average price of $182.48, for a total of 29,530.00 shares. In addition, there have been 5 sales at an average price of $171.81 for 1,931.00 shares. Based on historical transaction data and JPM's current price of $289.93, Agate Pass Investment Management, LLC's estimated gain on his JPM holdings is $2.94 Mil, reflecting a 54.65% gain to date.
Agate Pass Investment Management, LLC JPM ($289.93) Holding Chart
Agate Pass Investment Management, LLC JPM ($289.93) 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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