Hoya Capital Real Estate, LLC JPM Holdings History
Number of Shares
910.00
Current Holdings Value*
$223,220.00
% of Portfolio
4.36%
Total Estimate Gain
$48,712.30
% of Total Estimate Gain
22.94%
Hoya Capital Real Estate, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Hoya Capital Real Estate, LLC held 910.00 shares of JPMorgan Chase & Co(JPM), totaling $223,220.00. This investment constitutes 4.36% of their stock portfolio, and Hoya Capital Real Estate, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. And since then Hoya Capital Real Estate, LLC has made 1 purchases of JPM, at an average price of $233.33, for a total of 910.00 shares. Based on historical transaction data and JPM's current price of $286.86, Hoya Capital Real Estate, LLC's estimated gain on his JPM holdings is $48,712.30, reflecting a 22.94% gain to date.
Hoya Capital Real Estate, LLC JPM ($286.86) Holding Chart
Hoya Capital Real Estate, LLC JPM ($286.86) 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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