Number of Shares
79,452.00
Current Holdings Value*
$23.03 Mil
% of Portfolio
3.78%
Total Estimate Gain
$11.42 Mil
% of Total Estimate Gain
88.82%

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 $283.16, Allen Mooney & Barnes Investment Advisors LLC's estimated gain on his JPM holdings is $11.42 Mil, reflecting a 88.82% gain to date.

Allen Mooney & Barnes Investment Advisors LLC JPM ($283.16) Holding Chart

Allen Mooney & Barnes Investment Advisors LLC JPM ($283.16) 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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