Arkadios Wealth Advisors JPM Holdings History
Arkadios Wealth Advisors's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Arkadios Wealth Advisors held 116,068.00 shares of JPMorgan Chase & Co(JPM), totaling $28.47 Mil. This investment constitutes 1.08% of their stock portfolio, and Arkadios Wealth Advisors now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Arkadios Wealth Advisors has made 20 purchases of JPM, at an average price of $183.13, for a total of 121,906.00 shares. In addition, there have been 1 sales at an average price of $156.81 for 5,838.00 shares. Based on historical transaction data and JPM's current price of $291.43, Arkadios Wealth Advisors's estimated gain on his JPM holdings is $12.42 Mil, reflecting a 55.62% gain to date.
Arkadios Wealth Advisors JPM ($291.43) Holding Chart
Arkadios Wealth Advisors JPM ($291.43) 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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