EAGLE WEALTH STRATEGIES LLC JPM Holdings History
EAGLE WEALTH STRATEGIES LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 8,050.00 shares of JPMorgan Chase & Co(JPM), totaling $2.33 Mil. This investment constitutes 1.31% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then EAGLE WEALTH STRATEGIES LLC has made 3 purchases of JPM, at an average price of $157.15, for a total of 9,324.00 shares. In addition, there have been 3 sales at an average price of $248.72 for 1,274.00 shares. Based on historical transaction data and JPM's current price of $296.55, EAGLE WEALTH STRATEGIES LLC's estimated gain on his JPM holdings is $1.24 Mil, reflecting a 84.55% gain to date.
EAGLE WEALTH STRATEGIES LLC JPM ($296.55) Holding Chart
EAGLE WEALTH STRATEGIES 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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