All Terrain Financial Advisors, LLC JPM Holdings History
All Terrain Financial Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, All Terrain Financial Advisors, LLC held 5,525.00 shares of JPMorgan Chase & Co(JPM), totaling $1.36 Mil. This investment constitutes 0.45% of their stock portfolio, and All Terrain Financial Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then All Terrain Financial Advisors, LLC has made 16 purchases of JPM, at an average price of $138.58, for a total of 21,565.00 shares. In addition, there have been 10 sales at an average price of $202.71 for 16,040.00 shares. Based on historical transaction data and JPM's current price of $286.94, All Terrain Financial Advisors, LLC's estimated gain on his JPM holdings is $1.85 Mil, reflecting a 61.84% gain to date.
All Terrain Financial Advisors, LLC JPM ($286.94) Holding Chart
All Terrain Financial Advisors, LLC JPM ($286.94) 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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