Dakota Wealth Management JPM Holdings History
Dakota Wealth Management's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Dakota Wealth Management held 252,486.00 shares of JPMorgan Chase & Co(JPM), totaling $73.20 Mil. This investment constitutes 1.54% of their stock portfolio, and Dakota Wealth Management now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Dakota Wealth Management has made 20 purchases of JPM, at an average price of $156.51, for a total of 395,373.00 shares. In addition, there have been 9 sales at an average price of $139.17 for 142,887.00 shares. Based on historical transaction data and JPM's current price of $291.27, Dakota Wealth Management's estimated gain on his JPM holdings is $31.55 Mil, reflecting a 50.98% gain to date.
Dakota Wealth Management JPM ($291.27) Holding Chart
Dakota Wealth Management 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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