Number of Shares
13,966.00
Current Holdings Value*
$3.43 Mil
% of Portfolio
1.17%
Total Estimate Gain
$6.41 Mil
% of Total Estimate Gain
12.89%

Empirical Asset Management, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Empirical Asset Management, LLC held 13,966.00 shares of JPMorgan Chase & Co(JPM), totaling $3.43 Mil. This investment constitutes 1.17% of their stock portfolio, and Empirical Asset Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2022Q4. And since then Empirical Asset Management, LLC has made 6 purchases of JPM, at an average price of $223.06, for a total of 222,848.00 shares. In addition, there have been 3 sales at an average price of $248.86 for 208,882.00 shares. Based on historical transaction data and JPM's current price of $296.00, Empirical Asset Management, LLC's estimated gain on his JPM holdings is $6.41 Mil, reflecting a 12.89% gain to date.

Empirical Asset Management, LLC JPM ($296.00) Holding Chart

Empirical Asset Management, LLC JPM ($296.00) 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 %

Top Ranked Articles

  • 1