Bell & Brown Wealth Advisors, LLC JPM Holdings History
Bell & Brown Wealth Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Bell & Brown Wealth Advisors, LLC held 33,931.00 shares of JPMorgan Chase & Co(JPM), totaling $8.32 Mil. This investment constitutes 3.25% of their stock portfolio, and Bell & Brown Wealth Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Bell & Brown Wealth Advisors, LLC has made 16 purchases of JPM, at an average price of $116.16, for a total of 36,609.00 shares. In addition, there have been 7 sales at an average price of $143.26 for 2,678.00 shares. Based on historical transaction data and JPM's current price of $291.27, Bell & Brown Wealth Advisors, LLC's estimated gain on his JPM holdings is $6.01 Mil, reflecting a 141.43% gain to date.
Bell & Brown Wealth Advisors, LLC JPM ($291.27) Holding Chart
Bell & Brown Wealth Advisors, 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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