Number of Shares
17,871.00
Current Holdings Value*
$4.38 Mil
% of Portfolio
3.44%
Total Estimate Gain
$2.26 Mil
% of Total Estimate Gain
67.96%

GUERRA PAN ADVISORS, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, GUERRA PAN ADVISORS, LLC held 17,871.00 shares of JPMorgan Chase & Co(JPM), totaling $4.38 Mil. This investment constitutes 3.44% of their stock portfolio, and GUERRA PAN ADVISORS, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then GUERRA PAN ADVISORS, LLC has made 5 purchases of JPM, at an average price of $165.52, for a total of 20,131.00 shares. In addition, there have been 6 sales at an average price of $171.86 for 2,260.00 shares. Based on historical transaction data and JPM's current price of $291.43, GUERRA PAN ADVISORS, LLC's estimated gain on his JPM holdings is $2.26 Mil, reflecting a 67.96% gain to date.

GUERRA PAN ADVISORS, LLC JPM ($291.43) Holding Chart

GUERRA PAN 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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