Hixon Zuercher, LLC JPM Holdings History

Number of Shares
39,010.00
Current Holdings Value*
$9.57 Mil
% of Portfolio
3.37%
Total Estimate Gain
$6.45 Mil
% of Total Estimate Gain
71.22%

Hixon Zuercher, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Hixon Zuercher, LLC held 39,010.00 shares of JPMorgan Chase & Co(JPM), totaling $9.57 Mil. This investment constitutes 3.37% of their stock portfolio, and Hixon Zuercher, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Hixon Zuercher, LLC has made 15 purchases of JPM, at an average price of $135.48, for a total of 66,850.00 shares. In addition, there have been 6 sales at an average price of $141.47 for 27,840.00 shares. Based on historical transaction data and JPM's current price of $296.55, Hixon Zuercher, LLC's estimated gain on his JPM holdings is $6.45 Mil, reflecting a 71.22% gain to date.

Hixon Zuercher, LLC JPM ($296.55) Holding Chart

Hixon Zuercher, LLC 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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