SRH ADVISORS, LLC JPM Holdings History
SRH ADVISORS, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, SRH ADVISORS, LLC held 57,220.00 shares of JPMorgan Chase & Co(JPM), totaling $14.04 Mil. This investment constitutes 4.33% of their stock portfolio, and SRH ADVISORS, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then SRH ADVISORS, LLC has made 11 purchases of JPM, at an average price of $120.97, for a total of 58,204.00 shares. In addition, there have been 5 sales at an average price of $134.26 for 984.00 shares. Based on historical transaction data and JPM's current price of $286.86, SRH ADVISORS, LLC's estimated gain on his JPM holdings is $9.51 Mil, reflecting a 135.00% gain to date.
SRH ADVISORS, LLC JPM ($286.86) Holding Chart
SRH ADVISORS, LLC JPM ($286.86) 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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