Number of Shares
44,254.00
Current Holdings Value*
$12.83 Mil
% of Portfolio
1.84%
Total Estimate Gain
$8.47 Mil
% of Total Estimate Gain
71.01%

KAVAR CAPITAL PARTNERS GROUP, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, KAVAR CAPITAL PARTNERS GROUP, LLC held 44,254.00 shares of JPMorgan Chase & Co(JPM), totaling $12.83 Mil. This investment constitutes 1.84% of their stock portfolio, and KAVAR CAPITAL PARTNERS GROUP, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q4. And since then KAVAR CAPITAL PARTNERS GROUP, LLC has made 14 purchases of JPM, at an average price of $138.97, for a total of 85,816.00 shares. In addition, there have been 4 sales at an average price of $180.40 for 41,562.00 shares. Based on historical transaction data and JPM's current price of $291.43, KAVAR CAPITAL PARTNERS GROUP, LLC's estimated gain on his JPM holdings is $8.47 Mil, reflecting a 71.01% gain to date.

KAVAR CAPITAL PARTNERS GROUP, LLC JPM ($291.43) Holding Chart

KAVAR CAPITAL PARTNERS GROUP, LLC JPM ($291.43) 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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