Number of Shares
15,133.00
Current Holdings Value*
$3.71 Mil
% of Portfolio
2.56%
Total Estimate Gain
$2.47 Mil
% of Total Estimate Gain
99.36%

Aberdeen Wealth Management LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Aberdeen Wealth Management LLC held 15,133.00 shares of JPMorgan Chase & Co(JPM), totaling $3.71 Mil. This investment constitutes 2.56% of their stock portfolio, and Aberdeen Wealth Management LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2019Q4. And since then Aberdeen Wealth Management LLC has made 3 purchases of JPM, at an average price of $126.72, for a total of 19,611.00 shares. In addition, there have been 10 sales at an average price of $130.56 for 4,478.00 shares. Based on historical transaction data and JPM's current price of $288.75, Aberdeen Wealth Management LLC's estimated gain on his JPM holdings is $2.47 Mil, reflecting a 99.36% gain to date.

Aberdeen Wealth Management LLC JPM ($288.75) Holding Chart

Aberdeen Wealth Management LLC JPM ($288.75) 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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