Stonegate Investment Group, LLC JPM Holdings History
Stonegate Investment Group, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Stonegate Investment Group, LLC held 590,089.00 shares of JPMorgan Chase & Co(JPM), totaling $171.07 Mil. This investment constitutes 4.3% of their stock portfolio, and Stonegate Investment Group, LLC now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Stonegate Investment Group, LLC has made 11 purchases of JPM, at an average price of $155.74, for a total of 730,496.00 shares. In addition, there have been 4 sales at an average price of $252.32 for 140,407.00 shares. Based on historical transaction data and JPM's current price of $296.76, Stonegate Investment Group, LLC's estimated gain on his JPM holdings is $96.77 Mil, reflecting a 85.06% gain to date.
Stonegate Investment Group, LLC JPM ($296.76) Holding Chart
Stonegate Investment Group, LLC JPM ($296.76) 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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