ATTICUS WEALTH MANAGEMENT, LLC JPM Holdings History
ATTICUS WEALTH MANAGEMENT, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 6,453.00 shares of JPMorgan Chase & Co(JPM), totaling $1.87 Mil. This investment constitutes 0.51% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 13 purchases of JPM, at an average price of $176.32, for a total of 9,821.00 shares. In addition, there have been 8 sales at an average price of $110.61 for 3,368.00 shares. Based on historical transaction data and JPM's current price of $286.30, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his JPM holdings is $488,366.32, reflecting a 28.20% gain to date.
ATTICUS WEALTH MANAGEMENT, LLC JPM ($286.30) Holding Chart
ATTICUS WEALTH MANAGEMENT, LLC JPM ($286.30) 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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