DOLIVER ADVISORS, LP JPM Holdings History

Number of Shares
20,646.00
Current Holdings Value*
$5.06 Mil
% of Portfolio
1.42%
Total Estimate Gain
$3.81 Mil
% of Total Estimate Gain
93.79%

DOLIVER ADVISORS, LP's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, DOLIVER ADVISORS, LP held 20,646.00 shares of JPMorgan Chase & Co(JPM), totaling $5.06 Mil. This investment constitutes 1.42% of their stock portfolio, and DOLIVER ADVISORS, LP now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2017Q2. And since then DOLIVER ADVISORS, LP has made 17 purchases of JPM, at an average price of $127.60, for a total of 31,832.00 shares. In addition, there have been 13 sales at an average price of $169.98 for 11,186.00 shares. Based on historical transaction data and JPM's current price of $289.15, DOLIVER ADVISORS, LP's estimated gain on his JPM holdings is $3.81 Mil, reflecting a 93.79% gain to date.

DOLIVER ADVISORS, LP JPM ($289.15) Holding Chart

DOLIVER ADVISORS, LP JPM ($289.15) 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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