DOVER ADVISORS, LLC JPM Holdings History

Number of Shares
23,176.00
Current Holdings Value*
$6.72 Mil
% of Portfolio
2.96%
Total Estimate Gain
$2.68 Mil
% of Total Estimate Gain
46.82%

DOVER ADVISORS, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, DOVER ADVISORS, LLC held 23,176.00 shares of JPMorgan Chase & Co(JPM), totaling $6.72 Mil. This investment constitutes 2.96% of their stock portfolio, and DOVER ADVISORS, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2022Q4. And since then DOVER ADVISORS, LLC has made 6 purchases of JPM, at an average price of $179.06, for a total of 31,978.00 shares. In addition, there have been 4 sales at an average price of $187.77 for 8,802.00 shares. Based on historical transaction data and JPM's current price of $291.43, DOVER ADVISORS, LLC's estimated gain on his JPM holdings is $2.68 Mil, reflecting a 46.82% gain to date.

DOVER ADVISORS, LLC JPM ($291.43) Holding Chart

DOVER ADVISORS, LLC JPM ($291.43) 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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