Moran Wealth Management, LLC JPM Holdings History
Moran Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Moran Wealth Management, LLC held 143,976.00 shares of JPMorgan Chase & Co(JPM), totaling $35.32 Mil. This investment constitutes 1.19% of their stock portfolio, and Moran Wealth Management, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q4. And since then Moran Wealth Management, LLC has made 6 purchases of JPM, at an average price of $155.54, for a total of 233,742.00 shares. In addition, there have been 3 sales at an average price of $254.60 for 89,766.00 shares. Based on historical transaction data and JPM's current price of $292.00, Moran Wealth Management, LLC's estimated gain on his JPM holdings is $28.54 Mil, reflecting a 78.50% gain to date.
Moran Wealth Management, LLC JPM ($292.00) Holding Chart
Moran Wealth Management, LLC JPM ($292.00) 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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