Number of Shares
66,950.00
Current Holdings Value*
$19.41 Mil
% of Portfolio
1.67%
Total Estimate Gain
$11.75 Mil
% of Total Estimate Gain
133.22%

NAPLES GLOBAL ADVISORS, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, NAPLES GLOBAL ADVISORS, LLC held 66,950.00 shares of JPMorgan Chase & Co(JPM), totaling $19.41 Mil. This investment constitutes 1.67% of their stock portfolio, and NAPLES GLOBAL ADVISORS, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then NAPLES GLOBAL ADVISORS, LLC has made 30 purchases of JPM, at an average price of $120.99, for a total of 72,928.00 shares. In addition, there have been 8 sales at an average price of $118.69 for 5,978.00 shares. Based on historical transaction data and JPM's current price of $296.76, NAPLES GLOBAL ADVISORS, LLC's estimated gain on his JPM holdings is $11.75 Mil, reflecting a 133.22% gain to date.

NAPLES GLOBAL ADVISORS, LLC JPM ($296.76) Holding Chart

NAPLES GLOBAL ADVISORS, LLC JPM ($296.76) 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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