CROWLEY WEALTH MANAGEMENT, INC. JPM Holdings History
Number of Shares
16,922.00
Current Holdings Value*
$4.91 Mil
% of Portfolio
4.47%
Total Estimate Gain
$999,187.97
% of Total Estimate Gain
24.08%
CROWLEY WEALTH MANAGEMENT, INC.'s JPMorgan Chase & Co Holding Summary
As of 2025-06-30, CROWLEY WEALTH MANAGEMENT, INC. held 16,922.00 shares of JPMorgan Chase & Co(JPM), totaling $4.91 Mil. This investment constitutes 4.47% of their stock portfolio, and CROWLEY WEALTH MANAGEMENT, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $255.01 for 864.00 shares. Based on historical transaction data and JPM's current price of $291.27, CROWLEY WEALTH MANAGEMENT, INC.'s estimated gain on his JPM holdings is $999,187.97, reflecting a 24.08% gain to date.
CROWLEY WEALTH MANAGEMENT, INC. JPM ($291.27) Holding Chart
CROWLEY WEALTH MANAGEMENT, INC. JPM ($291.27) 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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