Broadleaf Partners, LLC JPM Holdings History
Broadleaf Partners, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Broadleaf Partners, LLC held 13,573.00 shares of JPMorgan Chase & Co(JPM), totaling $3.33 Mil. This investment constitutes 0.87% of their stock portfolio, and Broadleaf Partners, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q4. And since then Broadleaf Partners, LLC has made 3 purchases of JPM, at an average price of $163.69, for a total of 47,238.00 shares. In addition, there have been 1 sales at an average price of $137.42 for 33,665.00 shares. Based on historical transaction data and JPM's current price of $295.82, Broadleaf Partners, LLC's estimated gain on his JPM holdings is $909,038.80, reflecting a 11.76% gain to date.
Broadleaf Partners, LLC JPM ($295.82) Holding Chart
Broadleaf Partners, LLC JPM ($295.82) 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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