Number of Shares
811,230.00
Current Holdings Value*
$435.74 Mil
% of Portfolio
1.24%
Total Estimate Gain
$379.40 Mil
% of Total Estimate Gain
66.33%

J.P. Morgan Private Wealth Advisors LLC's Eli Lilly and Co Holding Summary

As of 2023-09-30, J.P. Morgan Private Wealth Advisors LLC held 811,230.00 shares of Eli Lilly and Co(LLY), totaling $435.74 Mil. This investment constitutes 1.24% of their stock portfolio, and J.P. Morgan Private Wealth Advisors LLC now holds 0.09% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2013Q4. And since then J.P. Morgan Private Wealth Advisors LLC has made 18 purchases of LLY, at an average price of $333.50, for a total of 1.72 Mil shares. In addition, there have been 13 sales at an average price of $353.10 for 903,771.00 shares. Based on historical transaction data and LLY's current price of $779.35, J.P. Morgan Private Wealth Advisors LLC's estimated gain on his LLY holdings is $379.40 Mil, reflecting a 66.33% gain to date.

J.P. Morgan Private Wealth Advisors LLC LLY ($779.35) Holding Chart

J.P. Morgan Private Wealth Advisors LLC LLY ($779.35) 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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