Number of Shares
58,054.00
Current Holdings Value*
$14.24 Mil
% of Portfolio
2.23%
Total Estimate Gain
$11.65 Mil
% of Total Estimate Gain
147.48%

Laurel Wealth Advisors LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Laurel Wealth Advisors LLC held 58,054.00 shares of JPMorgan Chase & Co(JPM), totaling $14.24 Mil. This investment constitutes 2.23% of their stock portfolio, and Laurel Wealth Advisors LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q4. And since then Laurel Wealth Advisors LLC has made 16 purchases of JPM, at an average price of $110.84, for a total of 71,272.00 shares. In addition, there have been 9 sales at an average price of $175.75 for 13,218.00 shares. Based on historical transaction data and JPM's current price of $296.76, Laurel Wealth Advisors LLC's estimated gain on his JPM holdings is $11.65 Mil, reflecting a 147.48% gain to date.

Laurel Wealth Advisors LLC JPM ($296.76) Holding Chart

Laurel Wealth Advisors LLC JPM ($296.76) 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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