Invera Wealth Advisors, LLC JPM Holdings History
Invera Wealth Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Invera Wealth Advisors, LLC held 18,338.00 shares of JPMorgan Chase & Co(JPM), totaling $4.50 Mil. This investment constitutes 5.29% of their stock portfolio, and Invera Wealth Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then Invera Wealth Advisors, LLC has made 1 purchases of JPM, at an average price of $152.16, for a total of 28,232.00 shares. In addition, there have been 4 sales at an average price of $237.46 for 9,894.00 shares. Based on historical transaction data and JPM's current price of $296.55, Invera Wealth Advisors, LLC's estimated gain on his JPM holdings is $3.49 Mil, reflecting a 81.28% gain to date.
Invera Wealth Advisors, LLC JPM ($296.55) Holding Chart
Invera Wealth Advisors, LLC JPM ($296.55) 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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