Number of Shares
400,939.00
Current Holdings Value*
$98.35 Mil
% of Portfolio
28.01%
Total Estimate Gain
$70.89 Mil
% of Total Estimate Gain
165.70%

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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