Inlet Private Wealth, LLC JPM Holdings History
Inlet Private Wealth, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Inlet Private Wealth, LLC held 50,624.00 shares of JPMorgan Chase & Co(JPM), totaling $12.42 Mil. This investment constitutes 3.23% of their stock portfolio, and Inlet Private Wealth, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q4. And since then Inlet Private Wealth, LLC has made 11 purchases of JPM, at an average price of $107.34, for a total of 64,012.00 shares. In addition, there have been 12 sales at an average price of $175.48 for 13,388.00 shares. Based on historical transaction data and JPM's current price of $289.90, Inlet Private Wealth, LLC's estimated gain on his JPM holdings is $10.15 Mil, reflecting a 147.78% gain to date.
Inlet Private Wealth, LLC JPM ($289.90) Holding Chart
Inlet Private Wealth, LLC JPM ($289.90) 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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