Asset Dedication, LLC JPM Holdings History
Asset Dedication, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Asset Dedication, LLC held 33,113.00 shares of JPMorgan Chase & Co(JPM), totaling $8.12 Mil. This investment constitutes 0.66% of their stock portfolio, and Asset Dedication, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Asset Dedication, LLC has made 17 purchases of JPM, at an average price of $125.66, for a total of 78,650.00 shares. In addition, there have been 11 sales at an average price of $172.92 for 45,537.00 shares. Based on historical transaction data and JPM's current price of $285.82, Asset Dedication, LLC's estimated gain on his JPM holdings is $7.46 Mil, reflecting a 75.44% gain to date.
Asset Dedication, LLC JPM ($285.82) Holding Chart
Asset Dedication, LLC JPM ($285.82) 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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