SAPIENT CAPITAL LLC JPM Holdings History

Number of Shares
476,186.00
Current Holdings Value*
$116.81 Mil
% of Portfolio
2.3%
Total Estimate Gain
$50.04 Mil
% of Total Estimate Gain
64.25%

SAPIENT CAPITAL LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, SAPIENT CAPITAL LLC held 476,186.00 shares of JPMorgan Chase & Co(JPM), totaling $116.81 Mil. This investment constitutes 2.3% of their stock portfolio, and SAPIENT CAPITAL LLC now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q4. And since then SAPIENT CAPITAL LLC has made 3 purchases of JPM, at an average price of $162.23, for a total of 480,024.00 shares. In addition, there have been 2 sales at an average price of $217.48 for 3,838.00 shares. Based on historical transaction data and JPM's current price of $266.87, SAPIENT CAPITAL LLC's estimated gain on his JPM holdings is $50.04 Mil, reflecting a 64.25% gain to date.

SAPIENT CAPITAL LLC JPM ($266.87) Holding Chart

SAPIENT CAPITAL LLC JPM ($266.87) 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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