Atlas Private Wealth Management, LLC JPM Holdings History
Atlas Private Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 29,624.00 shares of JPMorgan Chase & Co(JPM), totaling $5.93 Mil. This investment constitutes 2.49% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Atlas Private Wealth Management, LLC has made 15 purchases of JPM, at an average price of $134.82, for a total of 31,381.00 shares. In addition, there have been 2 sales at an average price of $123.83 for 1,757.00 shares. Based on historical transaction data and JPM's current price of $291.27, Atlas Private Wealth Management, LLC's estimated gain on his JPM holdings is $4.62 Mil, reflecting a 109.08% gain to date.
Atlas Private Wealth Management, LLC JPM ($291.27) Holding Chart
Atlas Private Wealth Management, 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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