Global Financial Private Client, LLC JPM Holdings History
Global Financial Private Client, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Global Financial Private Client, LLC held 13,182.00 shares of JPMorgan Chase & Co(JPM), totaling $3.82 Mil. This investment constitutes 1.43% of their stock portfolio, and Global Financial Private Client, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Global Financial Private Client, LLC has made 12 purchases of JPM, at an average price of $181.74, for a total of 14,612.00 shares. In addition, there have been 9 sales at an average price of $138.23 for 1,430.00 shares. Based on historical transaction data and JPM's current price of $291.27, Global Financial Private Client, LLC's estimated gain on his JPM holdings is $1.38 Mil, reflecting a 52.03% gain to date.
Global Financial Private Client, LLC JPM ($291.27) Holding Chart
Global Financial Private Client, 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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