Number of Shares
30,403.00
Current Holdings Value*
$7.46 Mil
% of Portfolio
7.99%
Total Estimate Gain
$1.75 Mil
% of Total Estimate Gain
23.64%

Cooper Capital Advisors LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Cooper Capital Advisors LLC held 30,403.00 shares of JPMorgan Chase & Co(JPM), totaling $7.46 Mil. This investment constitutes 7.99% of their stock portfolio, and Cooper Capital Advisors LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $254.94 for 1,268.00 shares. Based on historical transaction data and JPM's current price of $289.90, Cooper Capital Advisors LLC's estimated gain on his JPM holdings is $1.75 Mil, reflecting a 23.64% gain to date.

Cooper Capital Advisors LLC JPM ($289.90) Holding Chart

Cooper Capital Advisors LLC JPM ($289.90) 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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