J.P. Morgan Private Wealth Advisors LLC V Holdings History
J.P. Morgan Private Wealth Advisors LLC's Visa Inc Holding Summary
As of 2023-09-30, J.P. Morgan Private Wealth Advisors LLC held 1.56 Mil shares of Visa Inc(V), totaling $358.35 Mil. This investment constitutes 1.02% of their stock portfolio, and J.P. Morgan Private Wealth Advisors LLC now holds 0.08% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2013Q4. And since then J.P. Morgan Private Wealth Advisors LLC has made 25 purchases of V, at an average price of $183.92, for a total of 3.79 Mil shares. In addition, there have been 6 sales at an average price of $225.10 for 2.24 Mil shares. Based on historical transaction data and V's current price of $347.93, J.P. Morgan Private Wealth Advisors LLC's estimated gain on his V holdings is $347.56 Mil, reflecting a 49.82% gain to date.
J.P. Morgan Private Wealth Advisors LLC V ($347.93) Holding Chart
J.P. Morgan Private Wealth Advisors LLC V ($347.93) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
