ABSHER WEALTH MANAGEMENT, LLC JPM Holdings History
ABSHER WEALTH MANAGEMENT, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, ABSHER WEALTH MANAGEMENT, LLC held 117,847.00 shares of JPMorgan Chase & Co(JPM), totaling $28.91 Mil. This investment constitutes 3.79% of their stock portfolio, and ABSHER WEALTH MANAGEMENT, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then ABSHER WEALTH MANAGEMENT, LLC has made 13 purchases of JPM, at an average price of $130.50, for a total of 227,282.00 shares. In addition, there have been 8 sales at an average price of $159.36 for 109,435.00 shares. Based on historical transaction data and JPM's current price of $291.27, ABSHER WEALTH MANAGEMENT, LLC's estimated gain on his JPM holdings is $22.10 Mil, reflecting a 74.53% gain to date.
ABSHER WEALTH MANAGEMENT, LLC JPM ($291.27) Holding Chart
ABSHER WEALTH MANAGEMENT, LLC JPM ($291.27) 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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