BARLOW WEALTH PARTNERS, INC. JPM Holdings History
BARLOW WEALTH PARTNERS, INC.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, BARLOW WEALTH PARTNERS, INC. held 86,992.00 shares of JPMorgan Chase & Co(JPM), totaling $21.19 Mil. This investment constitutes 2.78% of their stock portfolio, and BARLOW WEALTH PARTNERS, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then BARLOW WEALTH PARTNERS, INC. has made 5 purchases of JPM, at an average price of $159.72, for a total of 86,992.00 shares. Based on historical transaction data and JPM's current price of $296.76, BARLOW WEALTH PARTNERS, INC.'s estimated gain on his JPM holdings is $11.92 Mil, reflecting a 85.79% gain to date.
BARLOW WEALTH PARTNERS, INC. JPM ($296.76) Holding Chart
BARLOW WEALTH PARTNERS, INC. JPM ($296.76) 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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