Connectus Wealth, LLC JPM Holdings History
Connectus Wealth, LLC's JPMorgan Chase & Co Holding Summary
As of 2024-03-31, Connectus Wealth, LLC held 467,796.00 shares of JPMorgan Chase & Co(JPM), totaling $93.70 Mil. This investment constitutes 2.58% of their stock portfolio, and Connectus Wealth, LLC now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Connectus Wealth, LLC has made 5 purchases of JPM, at an average price of $128.49, for a total of 594,115.00 shares. In addition, there have been 5 sales at an average price of $166.03 for 126,319.00 shares. Based on historical transaction data and JPM's current price of $291.27, Connectus Wealth, LLC's estimated gain on his JPM holdings is $80.89 Mil, reflecting a 105.97% gain to date.
Connectus Wealth, LLC JPM ($291.27) Holding Chart
Connectus Wealth, LLC 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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