Number of Shares
24,793.00
Current Holdings Value*
$6.08 Mil
% of Portfolio
2.15%
Total Estimate Gain
$4.08 Mil
% of Total Estimate Gain
43.58%

Gilliland Jeter Wealth Management LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Gilliland Jeter Wealth Management LLC held 24,793.00 shares of JPMorgan Chase & Co(JPM), totaling $6.08 Mil. This investment constitutes 2.15% of their stock portfolio, and Gilliland Jeter Wealth Management LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q4. And since then Gilliland Jeter Wealth Management LLC has made 2 purchases of JPM, at an average price of $181.97, for a total of 51,441.00 shares. In addition, there have been 3 sales at an average price of $233.36 for 26,648.00 shares. Based on historical transaction data and JPM's current price of $291.27, Gilliland Jeter Wealth Management LLC's estimated gain on his JPM holdings is $4.08 Mil, reflecting a 43.58% gain to date.

Gilliland Jeter Wealth Management LLC JPM ($291.27) Holding Chart

Gilliland Jeter Wealth Management LLC 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 %

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