BNC WEALTH MANAGEMENT, LLC JPM Holdings History
BNC WEALTH MANAGEMENT, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, BNC WEALTH MANAGEMENT, LLC held 26,633.00 shares of JPMorgan Chase & Co(JPM), totaling $7.72 Mil. This investment constitutes 2.29% of their stock portfolio, and BNC WEALTH MANAGEMENT, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q3. And since then BNC WEALTH MANAGEMENT, LLC has made 11 purchases of JPM, at an average price of $152.24, for a total of 52,926.00 shares. In addition, there have been 7 sales at an average price of $136.11 for 26,293.00 shares. Based on historical transaction data and JPM's current price of $285.00, BNC WEALTH MANAGEMENT, LLC's estimated gain on his JPM holdings is $3.11 Mil, reflecting a 38.62% gain to date.
BNC WEALTH MANAGEMENT, LLC JPM ($285.00) Holding Chart
BNC WEALTH MANAGEMENT, LLC JPM ($285.00) 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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