Number of Shares
37,638.00
Current Holdings Value*
$9.23 Mil
% of Portfolio
2.03%
Total Estimate Gain
$3.67 Mil
% of Total Estimate Gain
48.16%

Drucker Wealth 3.0, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Drucker Wealth 3.0, LLC held 37,638.00 shares of JPMorgan Chase & Co(JPM), totaling $9.23 Mil. This investment constitutes 2.03% of their stock portfolio, and Drucker Wealth 3.0, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q2. And since then Drucker Wealth 3.0, LLC has made 1 purchases of JPM, at an average price of $195.76, for a total of 38,904.00 shares. In addition, there have been 2 sales at an average price of $253.30 for 1,266.00 shares. Based on historical transaction data and JPM's current price of $291.27, Drucker Wealth 3.0, LLC's estimated gain on his JPM holdings is $3.67 Mil, reflecting a 48.16% gain to date.

Drucker Wealth 3.0, LLC JPM ($291.27) Holding Chart

Drucker Wealth 3.0, 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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