Buckley Wealth Management, LLC JPM Holdings History
Buckley Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Buckley Wealth Management, LLC held 61,021.00 shares of JPMorgan Chase & Co(JPM), totaling $14.97 Mil. This investment constitutes 4.66% of their stock portfolio, and Buckley Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Buckley Wealth Management, LLC has made 6 purchases of JPM, at an average price of $113.33, for a total of 85,503.00 shares. In addition, there have been 22 sales at an average price of $150.49 for 24,482.00 shares. Based on historical transaction data and JPM's current price of $291.43, Buckley Wealth Management, LLC's estimated gain on his JPM holdings is $11.78 Mil, reflecting a 121.55% gain to date.
Buckley Wealth Management, LLC JPM ($291.43) Holding Chart
Buckley Wealth Management, LLC JPM ($291.43) 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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