Number of Shares
60,888.00
Current Holdings Value*
$14.94 Mil
% of Portfolio
1.37%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
9.15%

Cardinal Point Capital Management ULC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Cardinal Point Capital Management ULC held 60,888.00 shares of JPMorgan Chase & Co(JPM), totaling $14.94 Mil. This investment constitutes 1.37% of their stock portfolio, and Cardinal Point Capital Management ULC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2025Q1. And since then Cardinal Point Capital Management ULC has made 1 purchases of JPM, at an average price of $254.94, for a total of 60,888.00 shares. Based on historical transaction data and JPM's current price of $278.27, Cardinal Point Capital Management ULC's estimated gain on his JPM holdings is $1.42 Mil, reflecting a 9.15% gain to date.

Cardinal Point Capital Management ULC JPM ($278.27) Holding Chart

Cardinal Point Capital Management ULC JPM ($278.27) 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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