Number of Shares
198,718.00
Current Holdings Value*
$48.61 Mil
% of Portfolio
2.83%
Total Estimate Gain
$34.65 Mil
% of Total Estimate Gain
127.93%

HighPoint Advisor Group LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, HighPoint Advisor Group LLC held 198,718.00 shares of JPMorgan Chase & Co(JPM), totaling $48.61 Mil. This investment constitutes 2.83% of their stock portfolio, and HighPoint Advisor Group LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2015Q4. And since then HighPoint Advisor Group LLC has made 16 purchases of JPM, at an average price of $123.81, for a total of 218,771.00 shares. In addition, there have been 6 sales at an average price of $193.59 for 20,053.00 shares. Based on historical transaction data and JPM's current price of $291.14, HighPoint Advisor Group LLC's estimated gain on his JPM holdings is $34.65 Mil, reflecting a 127.93% gain to date.

HighPoint Advisor Group LLC JPM ($291.14) Holding Chart

HighPoint Advisor Group LLC JPM ($291.14) 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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