Cooper Capital Advisors LLC JPM Holdings History
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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