DORCHESTER WEALTH MANAGEMENT Co JPM Holdings History
DORCHESTER WEALTH MANAGEMENT Co's JPMorgan Chase & Co Holding Summary
As of 2024-12-31, DORCHESTER WEALTH MANAGEMENT Co held 58,741.00 shares of JPMorgan Chase & Co(JPM), totaling $14.08 Mil. This investment constitutes 2.81% of their stock portfolio, and DORCHESTER WEALTH MANAGEMENT Co now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then DORCHESTER WEALTH MANAGEMENT Co has made 14 purchases of JPM, at an average price of $124.46, for a total of 82,079.00 shares. In addition, there have been 13 sales at an average price of $142.57 for 23,338.00 shares. Based on historical transaction data and JPM's current price of $298.51, DORCHESTER WEALTH MANAGEMENT Co's estimated gain on his JPM holdings is $10.65 Mil, reflecting a 104.21% gain to date.
DORCHESTER WEALTH MANAGEMENT Co JPM ($298.51) Holding Chart
DORCHESTER WEALTH MANAGEMENT Co JPM ($298.51) 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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