Bison Wealth, LLC JPM Holdings History
Bison Wealth, LLC's JPMorgan Chase & Co Holding Summary
As of 2024-12-31, Bison Wealth, LLC held 20,785.00 shares of JPMorgan Chase & Co(JPM), totaling $4.98 Mil. This investment constitutes 1.1% of their stock portfolio, and Bison Wealth, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q4. And since then Bison Wealth, LLC has made 13 purchases of JPM, at an average price of $88.60, for a total of 85,178.00 shares. In addition, there have been 15 sales at an average price of $182.94 for 64,393.00 shares. Based on historical transaction data and JPM's current price of $291.97, Bison Wealth, LLC's estimated gain on his JPM holdings is $10.30 Mil, reflecting a 136.50% gain to date.
Bison Wealth, LLC JPM ($291.97) Holding Chart
Bison Wealth, LLC JPM ($291.97) 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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