Antonelli Financial Advisors, LLC JPM Holdings History
Number of Shares
16,816.00
Current Holdings Value*
$4.13 Mil
% of Portfolio
3.32%
Total Estimate Gain
$974,319.04
% of Total Estimate Gain
24.83%
Antonelli Financial Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Antonelli Financial Advisors, LLC held 16,816.00 shares of JPMorgan Chase & Co(JPM), totaling $4.13 Mil. This investment constitutes 3.32% of their stock portfolio, and Antonelli Financial Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and JPM's current price of $291.27, Antonelli Financial Advisors, LLC's estimated gain on his JPM holdings is $974,319.04, reflecting a 24.83% gain to date.
Antonelli Financial Advisors, LLC JPM ($291.27) Holding Chart
Antonelli Financial Advisors, LLC JPM ($291.27) 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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