CRITERION CAPITAL ADVISORS, LLC JPM Holdings History
CRITERION CAPITAL ADVISORS, LLC's JPMorgan Chase & Co Holding Summary
As of 2024-12-31, CRITERION CAPITAL ADVISORS, LLC held 18,793.00 shares of JPMorgan Chase & Co(JPM), totaling $3.80 Mil. This investment constitutes 2.39% of their stock portfolio, and CRITERION CAPITAL ADVISORS, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then CRITERION CAPITAL ADVISORS, LLC has made 1 purchases of JPM, at an average price of $152.56, for a total of 18,835.00 shares. In addition, there have been 1 sales at an average price of $195.50 for 42.00 shares. Based on historical transaction data and JPM's current price of $296.55, CRITERION CAPITAL ADVISORS, LLC's estimated gain on his JPM holdings is $2.71 Mil, reflecting a 94.24% gain to date.
CRITERION CAPITAL ADVISORS, LLC JPM ($296.55) Holding Chart
CRITERION CAPITAL ADVISORS, LLC JPM ($296.55) 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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