Cavalier Investments, LLC JPM Holdings History
Cavalier Investments, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Cavalier Investments, LLC held 34,415.00 shares of JPMorgan Chase & Co(JPM), totaling $8.44 Mil. This investment constitutes 2.87% of their stock portfolio, and Cavalier Investments, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Cavalier Investments, LLC has made 12 purchases of JPM, at an average price of $241.98, for a total of 34,859.00 shares. In addition, there have been 3 sales at an average price of $119.07 for 444.00 shares. Based on historical transaction data and JPM's current price of $291.27, Cavalier Investments, LLC's estimated gain on his JPM holdings is $1.64 Mil, reflecting a 19.46% gain to date.
Cavalier Investments, LLC JPM ($291.27) Holding Chart
Cavalier Investments, LLC JPM ($291.27) 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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