BCWM, LLC JPM Holdings History

Number of Shares
42,767.00
Current Holdings Value*
$10.49 Mil
% of Portfolio
3.65%
Total Estimate Gain
$6.52 Mil
% of Total Estimate Gain
66.51%

BCWM, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, BCWM, LLC held 42,767.00 shares of JPMorgan Chase & Co(JPM), totaling $10.49 Mil. This investment constitutes 3.65% of their stock portfolio, and BCWM, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q2. And since then BCWM, LLC has made 10 purchases of JPM, at an average price of $153.90, for a total of 63,656.00 shares. In addition, there have been 5 sales at an average price of $185.21 for 20,889.00 shares. Based on historical transaction data and JPM's current price of $290.97, BCWM, LLC's estimated gain on his JPM holdings is $6.52 Mil, reflecting a 66.51% gain to date.

BCWM, LLC JPM ($290.97) Holding Chart

BCWM, LLC JPM ($290.97) 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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