Number of Shares
134,808.00
Current Holdings Value*
$33.07 Mil
% of Portfolio
1.18%
Total Estimate Gain
$26.34 Mil
% of Total Estimate Gain
30.70%

Dana Investment Advisors, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Dana Investment Advisors, Inc. held 134,808.00 shares of JPMorgan Chase & Co(JPM), totaling $33.07 Mil. This investment constitutes 1.18% of their stock portfolio, and Dana Investment Advisors, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then Dana Investment Advisors, Inc. has made 12 purchases of JPM, at an average price of $89.63, for a total of 957,201.00 shares. In addition, there have been 24 sales at an average price of $87.74 for 822,393.00 shares. Based on historical transaction data and JPM's current price of $296.55, Dana Investment Advisors, Inc.'s estimated gain on his JPM holdings is $26.34 Mil, reflecting a 30.70% gain to date.

Dana Investment Advisors, Inc. JPM ($296.55) Holding Chart

Dana Investment Advisors, Inc. JPM ($296.55) 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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