Altus Wealth Management, LLC JPM Holdings History
Altus Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Altus Wealth Management, LLC held - shares of JPMorgan Chase & Co(JPM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Altus Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Altus Wealth Management, LLC has made 17 purchases of JPM, at an average price of $135.94, for a total of 3,792.00 shares. In addition, there have been 5 sales at an average price of $238.97 for 3,792.00 shares. Based on historical transaction data and JPM's current price of $292.91, Altus Wealth Management, LLC's estimated gain on his JPM holdings is $390,687.00, reflecting a 75.79% gain to date.
Altus Wealth Management, LLC JPM ($292.91) Holding Chart
Altus Wealth Management, LLC JPM ($292.91) 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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