HENNESSY ADVISORS INC JPM Holdings History

Number of Shares
5,500.00
Current Holdings Value*
$1.35 Mil
% of Portfolio
0.04%
Total Estimate Gain
$12.06 Mil
% of Total Estimate Gain
37.88%

HENNESSY ADVISORS INC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, HENNESSY ADVISORS INC held 5,500.00 shares of JPMorgan Chase & Co(JPM), totaling $1.35 Mil. This investment constitutes 0.04% of their stock portfolio, and HENNESSY ADVISORS INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q2. And since then HENNESSY ADVISORS INC has made 18 purchases of JPM, at an average price of $81.96, for a total of 388,370.00 shares. In addition, there have been 27 sales at an average price of $110.39 for 382,870.00 shares. Based on historical transaction data and JPM's current price of $295.04, HENNESSY ADVISORS INC's estimated gain on his JPM holdings is $12.06 Mil, reflecting a 37.88% gain to date.

HENNESSY ADVISORS INC JPM ($295.04) Holding Chart

HENNESSY ADVISORS INC JPM ($295.04) 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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