Number of Shares
110,180.00
Current Holdings Value*
$27.03 Mil
% of Portfolio
2.13%
Total Estimate Gain
$21.67 Mil
% of Total Estimate Gain
117.50%

Clear Harbor Asset Management, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Clear Harbor Asset Management, LLC held 110,180.00 shares of JPMorgan Chase & Co(JPM), totaling $27.03 Mil. This investment constitutes 2.13% of their stock portfolio, and Clear Harbor Asset Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then Clear Harbor Asset Management, LLC has made 16 purchases of JPM, at an average price of $101.75, for a total of 181,298.00 shares. In addition, there have been 19 sales at an average price of $119.73 for 71,118.00 shares. Based on historical transaction data and JPM's current price of $286.86, Clear Harbor Asset Management, LLC's estimated gain on his JPM holdings is $21.67 Mil, reflecting a 117.50% gain to date.

Clear Harbor Asset Management, LLC JPM ($286.86) Holding Chart

Clear Harbor Asset Management, LLC JPM ($286.86) 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 %

Top Ranked Articles

  • 1