Number of Shares
94,432.00
Current Holdings Value*
$23.16 Mil
% of Portfolio
1.11%
Total Estimate Gain
$18.60 Mil
% of Total Estimate Gain
182.56%

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

As of 2025-03-31, GHP Investment Advisors, Inc. held 94,432.00 shares of JPMorgan Chase & Co(JPM), totaling $23.16 Mil. This investment constitutes 1.11% of their stock portfolio, and GHP Investment Advisors, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then GHP Investment Advisors, Inc. has made 30 purchases of JPM, at an average price of $100.16, for a total of 101,713.00 shares. In addition, there have been 6 sales at an average price of $93.84 for 7,281.00 shares. Based on historical transaction data and JPM's current price of $297.60, GHP Investment Advisors, Inc.'s estimated gain on his JPM holdings is $18.60 Mil, reflecting a 182.56% gain to date.

GHP Investment Advisors, Inc. JPM ($297.60) Holding Chart

GHP Investment Advisors, Inc. JPM ($297.60) 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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