Number of Shares
92,686.00
Current Holdings Value*
$26.87 Mil
% of Portfolio
1.9%
Total Estimate Gain
$15.73 Mil
% of Total Estimate Gain
45.44%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s JPMorgan Chase & Co Holding Summary

As of 2025-06-30, CANTOR FITZGERALD INVESTMENT ADVISORS L.P. held 92,686.00 shares of JPMorgan Chase & Co(JPM), totaling $26.87 Mil. This investment constitutes 1.9% of their stock portfolio, and CANTOR FITZGERALD INVESTMENT ADVISORS L.P. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q2. And since then CANTOR FITZGERALD INVESTMENT ADVISORS L.P. has made 3 purchases of JPM, at an average price of $153.35, for a total of 225,807.00 shares. In addition, there have been 8 sales at an average price of $175.82 for 133,121.00 shares. Based on historical transaction data and JPM's current price of $290.84, CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s estimated gain on his JPM holdings is $15.73 Mil, reflecting a 45.44% gain to date.

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. JPM ($290.84) Holding Chart

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. JPM ($290.84) 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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