NAPLES GLOBAL ADVISORS, LLC JPM Holdings History
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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