Finer Wealth Management, Inc. JPM Holdings History
Finer Wealth Management, Inc.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Finer Wealth Management, Inc. held 20,780.00 shares of JPMorgan Chase & Co(JPM), totaling $5.10 Mil. This investment constitutes 3.05% of their stock portfolio, and Finer Wealth Management, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Finer Wealth Management, Inc. has made 11 purchases of JPM, at an average price of $155.21, for a total of 22,128.00 shares. In addition, there have been 2 sales at an average price of $199.00 for 1,348.00 shares. Based on historical transaction data and JPM's current price of $291.27, Finer Wealth Management, Inc.'s estimated gain on his JPM holdings is $2.89 Mil, reflecting a 84.04% gain to date.
Finer Wealth Management, Inc. JPM ($291.27) Holding Chart
Finer Wealth Management, Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
