Live Oak Private Wealth LLC JPM Holdings History
Live Oak Private Wealth LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Live Oak Private Wealth LLC held 51,800.00 shares of JPMorgan Chase & Co(JPM), totaling $12.71 Mil. This investment constitutes 2.06% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Live Oak Private Wealth LLC has made 15 purchases of JPM, at an average price of $118.13, for a total of 64,460.00 shares. In addition, there have been 6 sales at an average price of $209.20 for 12,660.00 shares. Based on historical transaction data and JPM's current price of $291.27, Live Oak Private Wealth LLC's estimated gain on his JPM holdings is $10.12 Mil, reflecting a 132.91% gain to date.
Live Oak Private Wealth LLC JPM ($291.27) Holding Chart
Live Oak Private Wealth LLC 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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