SGL Investment Advisors, Inc. JPM Holdings History
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 $296.55, SGL Investment Advisors, Inc.'s estimated gain on his JPM holdings is $2.14 Mil, reflecting a 35.31% gain to date.
SGL Investment Advisors, Inc. JPM ($296.55) Holding Chart
SGL Investment Advisors, Inc. JPM ($296.55) 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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