HOEY INVESTMENTS, INC JPM Holdings History
HOEY INVESTMENTS, INC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, HOEY INVESTMENTS, INC held 30,331.00 shares of JPMorgan Chase & Co(JPM), totaling $8.79 Mil. This investment constitutes 1.29% of their stock portfolio, and HOEY INVESTMENTS, INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then HOEY INVESTMENTS, INC has made 13 purchases of JPM, at an average price of $135.89, for a total of 140,896.00 shares. In addition, there have been 8 sales at an average price of $131.70 for 110,565.00 shares. Based on historical transaction data and JPM's current price of $296.55, HOEY INVESTMENTS, INC's estimated gain on his JPM holdings is $4.41 Mil, reflecting a 23.04% gain to date.
HOEY INVESTMENTS, INC JPM ($296.55) Holding Chart
HOEY INVESTMENTS, 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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