Drake & Associates, LLC JPM Holdings History
Drake & Associates, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Drake & Associates, LLC held 9,981.00 shares of JPMorgan Chase & Co(JPM), totaling $2.45 Mil. This investment constitutes 0.69% of their stock portfolio, and Drake & Associates, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q2. And since then Drake & Associates, LLC has made 9 purchases of JPM, at an average price of $180.77, for a total of 10,437.00 shares. In addition, there have been 2 sales at an average price of $167.32 for 456.00 shares. Based on historical transaction data and JPM's current price of $291.43, Drake & Associates, LLC's estimated gain on his JPM holdings is $1.10 Mil, reflecting a 58.22% gain to date.
Drake & Associates, LLC JPM ($291.43) Holding Chart
Drake & Associates, LLC JPM ($291.43) 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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