Beverly Hills Private Wealth, LLC JPM Holdings History
Beverly Hills Private Wealth, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Beverly Hills Private Wealth, LLC held 54,080.00 shares of JPMorgan Chase & Co(JPM), totaling $13.27 Mil. This investment constitutes 2.62% of their stock portfolio, and Beverly Hills Private Wealth, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q4. And since then Beverly Hills Private Wealth, LLC has made 7 purchases of JPM, at an average price of $149.13, for a total of 74,167.00 shares. In addition, there have been 2 sales at an average price of $151.13 for 20,087.00 shares. Based on historical transaction data and JPM's current price of $286.86, Beverly Hills Private Wealth, LLC's estimated gain on his JPM holdings is $7.49 Mil, reflecting a 67.70% gain to date.
Beverly Hills Private Wealth, LLC JPM ($286.86) Holding Chart
Beverly Hills Private Wealth, LLC JPM ($286.86) 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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