Brown Miller Wealth Management, LLC JPM Holdings History
Brown Miller Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Brown Miller Wealth Management, LLC held 45,089.00 shares of JPMorgan Chase & Co(JPM), totaling $13.07 Mil. This investment constitutes 4.06% of their stock portfolio, and Brown Miller Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q4. And since then Brown Miller Wealth Management, LLC has made 12 purchases of JPM, at an average price of $119.85, for a total of 51,148.00 shares. In addition, there have been 6 sales at an average price of $154.76 for 6,059.00 shares. Based on historical transaction data and JPM's current price of $296.55, Brown Miller Wealth Management, LLC's estimated gain on his JPM holdings is $8.18 Mil, reflecting a 133.42% gain to date.
Brown Miller Wealth Management, LLC JPM ($296.55) Holding Chart
Brown Miller Wealth Management, LLC JPM ($296.55) 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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