JAMISON PRIVATE WEALTH MANAGEMENT, INC. JPM Holdings History
JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 54,188.00 shares of JPMorgan Chase & Co(JPM), totaling $13.29 Mil. This investment constitutes 2.03% of their stock portfolio, and JAMISON PRIVATE WEALTH MANAGEMENT, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q3. And since then JAMISON PRIVATE WEALTH MANAGEMENT, INC. has made 4 purchases of JPM, at an average price of $155.32, for a total of 54,487.00 shares. In addition, there have been 2 sales at an average price of $218.28 for 299.00 shares. Based on historical transaction data and JPM's current price of $291.27, JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s estimated gain on his JPM holdings is $7.39 Mil, reflecting a 87.27% gain to date.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. JPM ($291.27) Holding Chart
JAMISON PRIVATE WEALTH MANAGEMENT, INC. JPM ($291.27) 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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