Lauterbach Financial Advisors, LLC JPM Holdings History
Lauterbach Financial Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Lauterbach Financial Advisors, LLC held 28,606.00 shares of JPMorgan Chase & Co(JPM), totaling $8.29 Mil. This investment constitutes 4.56% of their stock portfolio, and Lauterbach Financial Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Lauterbach Financial Advisors, LLC has made 6 purchases of JPM, at an average price of $164.15, for a total of 31,462.00 shares. In addition, there have been 5 sales at an average price of $151.85 for 2,856.00 shares. Based on historical transaction data and JPM's current price of $296.55, Lauterbach Financial Advisors, LLC's estimated gain on his JPM holdings is $3.75 Mil, reflecting a 72.66% gain to date.
Lauterbach Financial Advisors, LLC JPM ($296.55) Holding Chart
Lauterbach Financial Advisors, LLC JPM ($296.55) 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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