Annis Gardner Whiting Capital Advisors, LLC JPM Holdings History
Annis Gardner Whiting Capital Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Annis Gardner Whiting Capital Advisors, LLC held 13,952.00 shares of JPMorgan Chase & Co(JPM), totaling $3.42 Mil. This investment constitutes 1.45% of their stock portfolio, and Annis Gardner Whiting Capital Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q3. And since then Annis Gardner Whiting Capital Advisors, LLC has made 3 purchases of JPM, at an average price of $179.50, for a total of 15,532.00 shares. In addition, there have been 3 sales at an average price of $226.30 for 1,580.00 shares. Based on historical transaction data and JPM's current price of $291.43, Annis Gardner Whiting Capital Advisors, LLC's estimated gain on his JPM holdings is $1.64 Mil, reflecting a 58.67% gain to date.
Annis Gardner Whiting Capital Advisors, LLC JPM ($291.43) Holding Chart
Annis Gardner Whiting Capital Advisors, LLC JPM ($291.43) 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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