Athena Investment Management JPM Holdings History
Athena Investment Management's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Athena Investment Management held 25,191.00 shares of JPMorgan Chase & Co(JPM), totaling $6.18 Mil. This investment constitutes 3.75% of their stock portfolio, and Athena Investment Management now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q1. And since then Athena Investment Management has made 4 purchases of JPM, at an average price of $147.11, for a total of 28,689.00 shares. In addition, there have been 7 sales at an average price of $212.30 for 3,498.00 shares. Based on historical transaction data and JPM's current price of $284.06, Athena Investment Management's estimated gain on his JPM holdings is $3.68 Mil, reflecting a 87.15% gain to date.
Athena Investment Management JPM ($284.06) Holding Chart
Athena Investment Management JPM ($284.06) 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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