Number of Shares
208,325.00
Current Holdings Value*
$51.10 Mil
% of Portfolio
3.98%
Total Estimate Gain
$31.21 Mil
% of Total Estimate Gain
98.09%

Howard Capital Management Group, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Howard Capital Management Group, LLC held 208,325.00 shares of JPMorgan Chase & Co(JPM), totaling $51.10 Mil. This investment constitutes 3.98% of their stock portfolio, and Howard Capital Management Group, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q1. And since then Howard Capital Management Group, LLC has made 6 purchases of JPM, at an average price of $144.44, for a total of 220,294.00 shares. In addition, there have been 10 sales at an average price of $184.39 for 11,969.00 shares. Based on historical transaction data and JPM's current price of $291.97, Howard Capital Management Group, LLC's estimated gain on his JPM holdings is $31.21 Mil, reflecting a 98.09% gain to date.

Howard Capital Management Group, LLC JPM ($291.97) Holding Chart

Howard Capital Management Group, LLC JPM ($291.97) 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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