Guardian Partners Inc. JPM Holdings History
Number of Shares
90,917.00
Current Holdings Value*
$21.90 Mil
% of Portfolio
2.26%
Total Estimate Gain
$5.83 Mil
% of Total Estimate Gain
26.40%
Guardian Partners Inc.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Guardian Partners Inc. held 90,917.00 shares of JPMorgan Chase & Co(JPM), totaling $21.90 Mil. This investment constitutes 2.26% of their stock portfolio, and Guardian Partners Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $254.94 for 3,698.00 shares. Based on historical transaction data and JPM's current price of $296.55, Guardian Partners Inc.'s estimated gain on his JPM holdings is $5.83 Mil, reflecting a 26.40% gain to date.
Guardian Partners Inc. JPM ($296.55) Holding Chart
Guardian Partners 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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