Old Port Advisors JPM Holdings History

Number of Shares
26,294.00
Current Holdings Value*
$6.45 Mil
% of Portfolio
1.91%
Total Estimate Gain
$4.94 Mil
% of Total Estimate Gain
134.31%

Old Port Advisors's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Old Port Advisors held 26,294.00 shares of JPMorgan Chase & Co(JPM), totaling $6.45 Mil. This investment constitutes 1.91% of their stock portfolio, and Old Port Advisors now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Old Port Advisors has made 10 purchases of JPM, at an average price of $111.98, for a total of 32,874.00 shares. In addition, there have been 15 sales at an average price of $144.08 for 6,580.00 shares. Based on historical transaction data and JPM's current price of $291.97, Old Port Advisors's estimated gain on his JPM holdings is $4.94 Mil, reflecting a 134.31% gain to date.

Old Port Advisors JPM ($291.97) Holding Chart

Old Port Advisors JPM ($291.97) 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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