Maxwell Wealth Strategies Inc. JPM Holdings History
Maxwell Wealth Strategies Inc.'s JPMorgan Chase & Co Holding Summary
As of 2024-12-31, Maxwell Wealth Strategies Inc. held 32,560.00 shares of JPMorgan Chase & Co(JPM), totaling $7.80 Mil. This investment constitutes 3.19% of their stock portfolio, and Maxwell Wealth Strategies Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then Maxwell Wealth Strategies Inc. has made 2 purchases of JPM, at an average price of $165.62, for a total of 32,637.00 shares. In addition, there have been 2 sales at an average price of $225.96 for 77.00 shares. Based on historical transaction data and JPM's current price of $289.90, Maxwell Wealth Strategies Inc.'s estimated gain on his JPM holdings is $4.05 Mil, reflecting a 74.95% gain to date.
Maxwell Wealth Strategies Inc. JPM ($289.90) Holding Chart
Maxwell Wealth Strategies Inc. JPM ($289.90) 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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