Fiduciary Group, LLC JPM Holdings History
Fiduciary Group, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Fiduciary Group, LLC held 92,070.00 shares of JPMorgan Chase & Co(JPM), totaling $22.58 Mil. This investment constitutes 2.26% of their stock portfolio, and Fiduciary Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Fiduciary Group, LLC has made 15 purchases of JPM, at an average price of $111.93, for a total of 106,945.00 shares. In addition, there have been 13 sales at an average price of $172.92 for 14,875.00 shares. Based on historical transaction data and JPM's current price of $296.76, Fiduciary Group, LLC's estimated gain on his JPM holdings is $17.92 Mil, reflecting a 149.73% gain to date.
Fiduciary Group, LLC JPM ($296.76) Holding Chart
Fiduciary Group, LLC JPM ($296.76) 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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