Lodestone Wealth Management LLC JPM Holdings History
Lodestone Wealth Management LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 17,678.00 shares of JPMorgan Chase & Co(JPM), totaling $4.34 Mil. This investment constitutes 2.31% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 2 purchases of JPM, at an average price of $127.74, for a total of 22,310.00 shares. In addition, there have been 7 sales at an average price of $232.32 for 4,632.00 shares. Based on historical transaction data and JPM's current price of $296.76, Lodestone Wealth Management LLC's estimated gain on his JPM holdings is $3.47 Mil, reflecting a 121.85% gain to date.
Lodestone Wealth Management LLC JPM ($296.76) Holding Chart
Lodestone Wealth Management 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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