Number of Shares
21,263.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
2.9%
Total Estimate Gain
$2.19 Mil
% of Total Estimate Gain
36.06%

SGL Investment Advisors, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-06-30, SGL Investment Advisors, Inc. held 21,263.00 shares of JPMorgan Chase & Co(JPM), totaling $6.01 Mil. This investment constitutes 2.9% of their stock portfolio, and SGL Investment Advisors, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q3. And since then SGL Investment Advisors, Inc. has made 2 purchases of JPM, at an average price of $211.16, for a total of 28,742.00 shares. In addition, there have been 1 sales at an average price of $254.94 for 7,479.00 shares. Based on historical transaction data and JPM's current price of $298.68, SGL Investment Advisors, Inc.'s estimated gain on his JPM holdings is $2.19 Mil, reflecting a 36.06% gain to date.

SGL Investment Advisors, Inc. JPM ($298.68) Holding Chart

SGL Investment Advisors, Inc. JPM ($298.68) 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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