Guidance Point Advisors, LLC JPM Holdings History
Guidance Point Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Guidance Point Advisors, LLC held 400,939.00 shares of JPMorgan Chase & Co(JPM), totaling $98.35 Mil. This investment constitutes 28.01% of their stock portfolio, and Guidance Point Advisors, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q4. And since then Guidance Point Advisors, LLC has made 8 purchases of JPM, at an average price of $106.43, for a total of 402,014.00 shares. In addition, there have been 7 sales at an average price of $207.29 for 1,075.00 shares. Based on historical transaction data and JPM's current price of $282.98, Guidance Point Advisors, LLC's estimated gain on his JPM holdings is $70.89 Mil, reflecting a 165.70% gain to date.
Guidance Point Advisors, LLC JPM ($282.98) Holding Chart
Guidance Point Advisors, LLC JPM ($282.98) 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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