E&G Advisors, LP JPM Holdings History

Number of Shares
31,813.00
Current Holdings Value*
$7.79 Mil
% of Portfolio
2.2%
Total Estimate Gain
$8.62 Mil
% of Total Estimate Gain
87.33%

E&G Advisors, LP's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, E&G Advisors, LP held 31,813.00 shares of JPMorgan Chase & Co(JPM), totaling $7.79 Mil. This investment constitutes 2.2% of their stock portfolio, and E&G Advisors, LP now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q4. And since then E&G Advisors, LP has made 19 purchases of JPM, at an average price of $96.48, for a total of 102,320.00 shares. In addition, there have been 17 sales at an average price of $132.74 for 70,507.00 shares. Based on historical transaction data and JPM's current price of $287.11, E&G Advisors, LP's estimated gain on his JPM holdings is $8.62 Mil, reflecting a 87.33% gain to date.

E&G Advisors, LP JPM ($287.11) Holding Chart

E&G Advisors, LP JPM ($287.11) 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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