Number of Shares
8,050.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
1.31%
Total Estimate Gain
$1.24 Mil
% of Total Estimate Gain
84.40%

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 $296.29, EAGLE WEALTH STRATEGIES LLC's estimated gain on his JPM holdings is $1.24 Mil, reflecting a 84.40% gain to date.

EAGLE WEALTH STRATEGIES LLC JPM ($296.29) Holding Chart

EAGLE WEALTH STRATEGIES LLC JPM ($296.29) 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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