MSA Advisors, LLC JPM Holdings History

Number of Shares
31,200.00
Current Holdings Value*
$7.65 Mil
% of Portfolio
1.96%
Total Estimate Gain
$4.58 Mil
% of Total Estimate Gain
69.32%

MSA Advisors, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MSA Advisors, LLC held 31,200.00 shares of JPMorgan Chase & Co(JPM), totaling $7.65 Mil. This investment constitutes 1.96% of their stock portfolio, and MSA Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q4. And since then MSA Advisors, LLC has made 1 purchases of JPM, at an average price of $161.25, for a total of 41,000.00 shares. In addition, there have been 4 sales at an average price of $214.94 for 9,800.00 shares. Based on historical transaction data and JPM's current price of $291.27, MSA Advisors, LLC's estimated gain on his JPM holdings is $4.58 Mil, reflecting a 69.32% gain to date.

MSA Advisors, LLC JPM ($291.27) Holding Chart

MSA Advisors, LLC 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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