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 %

Top Ranked Articles

  • 1