J.P. Morgan Private Wealth Advisors LLC AAPL Holdings History
J.P. Morgan Private Wealth Advisors LLC's Apple Inc Holding Summary
As of 2023-09-30, J.P. Morgan Private Wealth Advisors LLC held 8.49 Mil shares of Apple Inc(AAPL), totaling $1.45 Bil. This investment constitutes 4.15% of their stock portfolio, and J.P. Morgan Private Wealth Advisors LLC now holds 0.05% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then J.P. Morgan Private Wealth Advisors LLC has made 22 purchases of AAPL, at an average price of $85.17, for a total of 27.12 Mil shares. In addition, there have been 9 sales at an average price of $127.79 for 18.63 Mil shares. Based on historical transaction data and AAPL's current price of $211.16, J.P. Morgan Private Wealth Advisors LLC's estimated gain on his AAPL holdings is $1.86 Bil, reflecting a 80.68% gain to date.
J.P. Morgan Private Wealth Advisors LLC AAPL ($211.16) Holding Chart
J.P. Morgan Private Wealth Advisors LLC AAPL ($211.16) 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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