Number of Shares
18,245.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
2.44%
Total Estimate Gain
$917,619.47
% of Total Estimate Gain
21.10%

Harold Davidson & Associates Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Harold Davidson & Associates Inc. held 18,245.00 shares of JPMorgan Chase & Co(JPM), totaling $4.48 Mil. This investment constitutes 2.44% of their stock portfolio, and Harold Davidson & Associates Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $254.94 for 392.00 shares. Based on historical transaction data and JPM's current price of $283.16, Harold Davidson & Associates Inc.'s estimated gain on his JPM holdings is $917,619.47, reflecting a 21.10% gain to date.

Harold Davidson & Associates Inc. JPM ($283.16) Holding Chart

Harold Davidson & Associates Inc. JPM ($283.16) 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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