Accurate Wealth Management, LLC JPM Holdings History
Accurate Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Accurate Wealth Management, LLC held 34,668.00 shares of JPMorgan Chase & Co(JPM), totaling $9.99 Mil. This investment constitutes 1.53% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 12 purchases of JPM, at an average price of $159.80, for a total of 45,595.00 shares. In addition, there have been 4 sales at an average price of $157.12 for 10,927.00 shares. Based on historical transaction data and JPM's current price of $291.27, Accurate Wealth Management, LLC's estimated gain on his JPM holdings is $4.53 Mil, reflecting a 62.15% gain to date.
Accurate Wealth Management, LLC JPM ($291.27) Holding Chart
Accurate 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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