Evergreen Private Wealth LLC JPM Holdings History
Evergreen Private Wealth LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Evergreen Private Wealth LLC held 28,364.00 shares of JPMorgan Chase & Co(JPM), totaling $6.96 Mil. This investment constitutes 3.25% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 2 purchases of JPM, at an average price of $152.45, for a total of 29,745.00 shares. In addition, there have been 3 sales at an average price of $195.20 for 1,381.00 shares. Based on historical transaction data and JPM's current price of $290.17, Evergreen Private Wealth LLC's estimated gain on his JPM holdings is $3.97 Mil, reflecting a 87.44% gain to date.
Evergreen Private Wealth LLC JPM ($290.17) Holding Chart
Evergreen Private Wealth LLC JPM ($290.17) 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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