MN Wealth Advisors, LLC JPM Holdings History
MN Wealth Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, MN Wealth Advisors, LLC held 15,994.00 shares of JPMorgan Chase & Co(JPM), totaling $3.92 Mil. This investment constitutes 2.3% of their stock portfolio, and MN Wealth Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then MN Wealth Advisors, LLC has made 4 purchases of JPM, at an average price of $181.49, for a total of 61,642.00 shares. In addition, there have been 1 sales at an average price of $233.33 for 45,648.00 shares. Based on historical transaction data and JPM's current price of $288.70, MN Wealth Advisors, LLC's estimated gain on his JPM holdings is $4.08 Mil, reflecting a 36.48% gain to date.
MN Wealth Advisors, LLC JPM ($288.70) Holding Chart
MN Wealth Advisors, LLC JPM ($288.70) 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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