Number of Shares
3,721.00
Current Holdings Value*
$1.08 Mil
% of Portfolio
1.58%
Total Estimate Gain
$472,929.43
% of Total Estimate Gain
70.46%

Holland Advisory Services, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Holland Advisory Services, Inc. held 3,721.00 shares of JPMorgan Chase & Co(JPM), totaling $1.08 Mil. This investment constitutes 1.58% of their stock portfolio, and Holland Advisory Services, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then Holland Advisory Services, Inc. has made 8 purchases of JPM, at an average price of $165.52, for a total of 4,055.00 shares. In addition, there have been 1 sales at an average price of $114.73 for 334.00 shares. Based on historical transaction data and JPM's current price of $297.18, Holland Advisory Services, Inc.'s estimated gain on his JPM holdings is $472,929.43, reflecting a 70.46% gain to date.

Holland Advisory Services, Inc. JPM ($297.18) Holding Chart

Holland Advisory Services, Inc. JPM ($297.18) 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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