HOEY INVESTMENTS, INC JPM Holdings History

Number of Shares
30,331.00
Current Holdings Value*
$8.79 Mil
% of Portfolio
1.29%
Total Estimate Gain
$4.30 Mil
% of Total Estimate Gain
22.46%

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 $292.91, HOEY INVESTMENTS, INC's estimated gain on his JPM holdings is $4.30 Mil, reflecting a 22.46% gain to date.

HOEY INVESTMENTS, INC JPM ($292.91) Holding Chart

HOEY INVESTMENTS, INC JPM ($292.91) 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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