HF Advisory Group, LLC JPM Holdings History
HF Advisory Group, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, HF Advisory Group, LLC held 15,151.00 shares of JPMorgan Chase & Co(JPM), totaling $4.39 Mil. This investment constitutes 1.74% of their stock portfolio, and HF Advisory Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q4. And since then HF Advisory Group, LLC has made 8 purchases of JPM, at an average price of $159.41, for a total of 15,857.00 shares. In addition, there have been 2 sales at an average price of $210.99 for 706.00 shares. Based on historical transaction data and JPM's current price of $291.05, HF Advisory Group, LLC's estimated gain on his JPM holdings is $2.03 Mil, reflecting a 80.35% gain to date.
HF Advisory Group, LLC JPM ($291.05) Holding Chart
HF Advisory Group, LLC JPM ($291.05) 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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