Investment Research & Advisory Group, Inc. JPM Holdings History
Investment Research & Advisory Group, Inc.'s JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Investment Research & Advisory Group, Inc. held 25,608.00 shares of JPMorgan Chase & Co(JPM), totaling $7.42 Mil. This investment constitutes 2.77% of their stock portfolio, and Investment Research & Advisory Group, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Investment Research & Advisory Group, Inc. has made 13 purchases of JPM, at an average price of $126.91, for a total of 28,278.00 shares. In addition, there have been 9 sales at an average price of $151.55 for 2,670.00 shares. Based on historical transaction data and JPM's current price of $291.27, Investment Research & Advisory Group, Inc.'s estimated gain on his JPM holdings is $4.27 Mil, reflecting a 119.12% gain to date.
Investment Research & Advisory Group, Inc. JPM ($291.27) Holding Chart
Investment Research & Advisory Group, Inc. JPM ($291.27) 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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