Number of Shares
50,701.00
Current Holdings Value*
$12.44 Mil
% of Portfolio
3.63%
Total Estimate Gain
$7.05 Mil
% of Total Estimate Gain
33.10%

Atlanta Consulting Group Advisors, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Atlanta Consulting Group Advisors, LLC held 50,701.00 shares of JPMorgan Chase & Co(JPM), totaling $12.44 Mil. This investment constitutes 3.63% of their stock portfolio, and Atlanta Consulting Group Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q1. And since then Atlanta Consulting Group Advisors, LLC has made 2 purchases of JPM, at an average price of $206.80, for a total of 103,028.00 shares. In addition, there have been 2 sales at an average price of $254.63 for 52,327.00 shares. Based on historical transaction data and JPM's current price of $296.55, Atlanta Consulting Group Advisors, LLC's estimated gain on his JPM holdings is $7.05 Mil, reflecting a 33.10% gain to date.

Atlanta Consulting Group Advisors, LLC JPM ($296.55) Holding Chart

Atlanta Consulting Group Advisors, LLC JPM ($296.55) 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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