J.P. Morgan Private Wealth Advisors LLC MSFT Holdings History
J.P. Morgan Private Wealth Advisors LLC's Microsoft Corp Holding Summary
As of 2023-09-30, J.P. Morgan Private Wealth Advisors LLC held 4.57 Mil shares of Microsoft Corp(MSFT), totaling $1.44 Bil. This investment constitutes 4.12% of their stock portfolio, and J.P. Morgan Private Wealth Advisors LLC now holds 0.06% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2013Q4. And since then J.P. Morgan Private Wealth Advisors LLC has made 23 purchases of MSFT, at an average price of $219.32, for a total of 11.13 Mil shares. In addition, there have been 8 sales at an average price of $298.19 for 6.57 Mil shares. Based on historical transaction data and MSFT's current price of $500.98, J.P. Morgan Private Wealth Advisors LLC's estimated gain on his MSFT holdings is $1.80 Bil, reflecting a 73.89% gain to date.
J.P. Morgan Private Wealth Advisors LLC MSFT ($500.98) Holding Chart
J.P. Morgan Private Wealth Advisors LLC MSFT ($500.98) 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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