Number of Shares
6.75 Mil
Current Holdings Value*
$560.56 Mil
% of Portfolio
1.6%
Total Estimate Gain
$1.61 Bil
% of Total Estimate Gain
172.18%

J.P. Morgan Private Wealth Advisors LLC's Broadcom Inc Holding Summary

As of 2023-09-30, J.P. Morgan Private Wealth Advisors LLC held 6.75 Mil shares of Broadcom Inc(AVGO), totaling $560.56 Mil. This investment constitutes 1.6% of their stock portfolio, and J.P. Morgan Private Wealth Advisors LLC now holds 0.16% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2013Q4. And since then J.P. Morgan Private Wealth Advisors LLC has made 23 purchases of AVGO, at an average price of $50.56, for a total of 18.51 Mil shares. In addition, there have been 8 sales at an average price of $57.12 for 11.76 Mil shares. Based on historical transaction data and AVGO's current price of $277.90, J.P. Morgan Private Wealth Advisors LLC's estimated gain on his AVGO holdings is $1.61 Bil, reflecting a 172.18% gain to date.

J.P. Morgan Private Wealth Advisors LLC AVGO ($277.90) Holding Chart

J.P. Morgan Private Wealth Advisors LLC AVGO ($277.90) 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 %

Top Ranked Articles

  • 1