Lorne Steinberg Wealth Management Inc. JPM Holdings History
Lorne Steinberg Wealth Management Inc.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Lorne Steinberg Wealth Management Inc. held 38,825.00 shares of JPMorgan Chase & Co(JPM), totaling $9.52 Mil. This investment constitutes 2.78% of their stock portfolio, and Lorne Steinberg Wealth Management Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q4. And since then Lorne Steinberg Wealth Management Inc. has made 8 purchases of JPM, at an average price of $122.42, for a total of 40,590.00 shares. In addition, there have been 9 sales at an average price of $154.73 for 1,765.00 shares. Based on historical transaction data and JPM's current price of $291.27, Lorne Steinberg Wealth Management Inc.'s estimated gain on his JPM holdings is $6.61 Mil, reflecting a 133.08% gain to date.
Lorne Steinberg Wealth Management Inc. JPM ($291.27) Holding Chart
Lorne Steinberg 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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