HWG Holdings LP JPM Holdings History

Number of Shares
47,740.00
Current Holdings Value*
$11.71 Mil
% of Portfolio
5.23%
Total Estimate Gain
$3.85 Mil
% of Total Estimate Gain
23.85%

HWG Holdings LP's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, HWG Holdings LP held 47,740.00 shares of JPMorgan Chase & Co(JPM), totaling $11.71 Mil. This investment constitutes 5.23% of their stock portfolio, and HWG Holdings LP now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then HWG Holdings LP has made 13 purchases of JPM, at an average price of $137.53, for a total of 117,374.00 shares. In addition, there have been 9 sales at an average price of $94.28 for 69,634.00 shares. Based on historical transaction data and JPM's current price of $281.26, HWG Holdings LP's estimated gain on his JPM holdings is $3.85 Mil, reflecting a 23.85% gain to date.

HWG Holdings LP JPM ($281.26) Holding Chart

HWG Holdings LP JPM ($281.26) 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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