Allen Mooney & Barnes Investment Advisors LLC JPM Holdings History
Allen Mooney & Barnes Investment Advisors LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Allen Mooney & Barnes Investment Advisors LLC held 79,452.00 shares of JPMorgan Chase & Co(JPM), totaling $23.03 Mil. This investment constitutes 3.78% of their stock portfolio, and Allen Mooney & Barnes Investment Advisors LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q1. And since then Allen Mooney & Barnes Investment Advisors LLC has made 8 purchases of JPM, at an average price of $147.30, for a total of 87,283.00 shares. In addition, there have been 4 sales at an average price of $227.12 for 7,831.00 shares. Based on historical transaction data and JPM's current price of $286.86, Allen Mooney & Barnes Investment Advisors LLC's estimated gain on his JPM holdings is $11.71 Mil, reflecting a 91.10% gain to date.
Allen Mooney & Barnes Investment Advisors LLC JPM ($286.86) Holding Chart
Allen Mooney & Barnes Investment Advisors LLC JPM ($286.86) 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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