X-Square Capital, LLC JPM Holdings History

Number of Shares
22,199.00
Current Holdings Value*
$5.45 Mil
% of Portfolio
2.34%
Total Estimate Gain
$3.45 Mil
% of Total Estimate Gain
90.98%

X-Square Capital, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, X-Square Capital, LLC held 22,199.00 shares of JPMorgan Chase & Co(JPM), totaling $5.45 Mil. This investment constitutes 2.34% of their stock portfolio, and X-Square Capital, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then X-Square Capital, LLC has made 17 purchases of JPM, at an average price of $133.76, for a total of 28,357.00 shares. In addition, there have been 10 sales at an average price of $142.21 for 6,158.00 shares. Based on historical transaction data and JPM's current price of $286.86, X-Square Capital, LLC's estimated gain on his JPM holdings is $3.45 Mil, reflecting a 90.98% gain to date.

X-Square Capital, LLC JPM ($286.86) Holding Chart

X-Square Capital, 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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