Stokes Capital Advisors, LLC JPM Holdings History
Stokes Capital Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Stokes Capital Advisors, LLC held 47,312.00 shares of JPMorgan Chase & Co(JPM), totaling $13.72 Mil. This investment constitutes 3.36% of their stock portfolio, and Stokes Capital Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q2. And since then Stokes Capital Advisors, LLC has made 17 purchases of JPM, at an average price of $126.43, for a total of 49,234.00 shares. In addition, there have been 4 sales at an average price of $186.01 for 1,922.00 shares. Based on historical transaction data and JPM's current price of $285.82, Stokes Capital Advisors, LLC's estimated gain on his JPM holdings is $7.66 Mil, reflecting a 122.99% gain to date.
Stokes Capital Advisors, LLC JPM ($285.82) Holding Chart
Stokes Capital Advisors, LLC JPM ($285.82) 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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