KAVAR CAPITAL PARTNERS GROUP, LLC JPM Holdings History
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 $296.55, KAVAR CAPITAL PARTNERS GROUP, LLC's estimated gain on his JPM holdings is $8.70 Mil, reflecting a 72.91% gain to date.
KAVAR CAPITAL PARTNERS GROUP, LLC JPM ($296.55) Holding Chart
KAVAR CAPITAL PARTNERS GROUP, LLC JPM ($296.55) 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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