Alta Wealth Advisors LLC JPM Holdings History
Alta Wealth Advisors LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held 13,502.00 shares of JPMorgan Chase & Co(JPM), totaling $3.31 Mil. This investment constitutes 1.52% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q1. And since then Alta Wealth Advisors LLC has made 14 purchases of JPM, at an average price of $186.46, for a total of 13,859.00 shares. In addition, there have been 4 sales at an average price of $140.02 for 357.00 shares. Based on historical transaction data and JPM's current price of $281.66, Alta Wealth Advisors LLC's estimated gain on his JPM holdings is $1.27 Mil, reflecting a 49.10% gain to date.
Alta Wealth Advisors LLC JPM ($281.66) Holding Chart
Alta Wealth Advisors LLC JPM ($281.66) 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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