AVAII WEALTH MANAGEMENT, LLC JPM Holdings History
AVAII WEALTH MANAGEMENT, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 25,739.00 shares of JPMorgan Chase & Co(JPM), totaling $7.46 Mil. This investment constitutes 3.32% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then AVAII WEALTH MANAGEMENT, LLC has made 8 purchases of JPM, at an average price of $233.18, for a total of 26,881.00 shares. In addition, there have been 6 sales at an average price of $194.49 for 1,142.00 shares. Based on historical transaction data and JPM's current price of $289.90, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his JPM holdings is $1.42 Mil, reflecting a 22.59% gain to date.
AVAII WEALTH MANAGEMENT, LLC JPM ($289.90) Holding Chart
AVAII WEALTH MANAGEMENT, LLC JPM ($289.90) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
