Modus Advisors, LLC JPM Holdings History
Modus Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Modus Advisors, LLC held 27,191.00 shares of JPMorgan Chase & Co(JPM), totaling $7.88 Mil. This investment constitutes 2.34% of their stock portfolio, and Modus Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Modus Advisors, LLC has made 20 purchases of JPM, at an average price of $111.92, for a total of 35,078.00 shares. In addition, there have been 2 sales at an average price of $146.39 for 7,887.00 shares. Based on historical transaction data and JPM's current price of $289.90, Modus Advisors, LLC's estimated gain on his JPM holdings is $5.11 Mil, reflecting a 130.20% gain to date.
Modus Advisors, LLC JPM ($289.90) Holding Chart
Modus Advisors, LLC 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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