Cornerstone Advisors, LLC JPM Holdings History
Cornerstone Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Cornerstone Advisors, LLC held 170,700.00 shares of JPMorgan Chase & Co(JPM), totaling $41.87 Mil. This investment constitutes 1.8% of their stock portfolio, and Cornerstone Advisors, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Cornerstone Advisors, LLC has made 6 purchases of JPM, at an average price of $134.75, for a total of 480,800.00 shares. In addition, there have been 9 sales at an average price of $134.78 for 310,100.00 shares. Based on historical transaction data and JPM's current price of $291.27, Cornerstone Advisors, LLC's estimated gain on his JPM holdings is $26.73 Mil, reflecting a 41.26% gain to date.
Cornerstone Advisors, LLC JPM ($291.27) Holding Chart
Cornerstone Advisors, 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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