Number of Shares
108,244.00
Current Holdings Value*
$31.38 Mil
% of Portfolio
2.35%
Total Estimate Gain
$21.81 Mil
% of Total Estimate Gain
118.24%

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

As of 2025-03-31, Clear Harbor Asset Management, LLC held 108,244.00 shares of JPMorgan Chase & Co(JPM), totaling $31.38 Mil. This investment constitutes 2.35% 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 20 sales at an average price of $123.31 for 73,054.00 shares. Based on historical transaction data and JPM's current price of $288.70, Clear Harbor Asset Management, LLC's estimated gain on his JPM holdings is $21.81 Mil, reflecting a 118.24% gain to date.

Clear Harbor Asset Management, LLC JPM ($288.70) Holding Chart

Clear Harbor Asset Management, LLC JPM ($288.70) 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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