Drake & Associates, LLC JPM Holdings History
Drake & Associates, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Drake & Associates, LLC held 14,663.00 shares of JPMorgan Chase & Co(JPM), totaling $4.25 Mil. This investment constitutes 1.04% 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 10 purchases of JPM, at an average price of $203.76, for a total of 15,119.00 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 $296.55, Drake & Associates, LLC's estimated gain on his JPM holdings is $1.34 Mil, reflecting a 43.62% gain to date.
Drake & Associates, LLC JPM ($296.55) Holding Chart
Drake & Associates, LLC JPM ($296.55) 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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