Bernard Horn JPM Holdings History

Number of Shares
26,500.00
Current Holdings Value*
$6.50 Mil
% of Portfolio
1.6%
Total Estimate Gain
$9.61 Mil
% of Total Estimate Gain
199.25%

Bernard Horn's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Polaris Global Value Fund held 26,500.00 shares of JPMorgan Chase & Co(JPM), totaling $6.50 Mil. This investment constitutes 1.6% of their stock portfolio, and Polaris Global Value Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2016Q1. And since then Bernard Horn has made 1 purchases of JPM, at an average price of $58.48, for a total of 82,500.00 shares. In addition, there have been 8 sales at an average price of $120.63 for 56,000.00 shares. Based on historical transaction data and JPM's current price of $289.90, Bernard Horn's estimated gain on his JPM holdings is $9.61 Mil, reflecting a 199.25% gain to date.

Bernard Horn JPM ($289.90) Holding Chart

Bernard Horn JPM ($289.90) 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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