Morling Financial Advisors, LLC JPM Holdings History
Morling Financial Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Morling Financial Advisors, LLC held 5,302.00 shares of JPMorgan Chase & Co(JPM), totaling $1.30 Mil. This investment constitutes 0.45% of their stock portfolio, and Morling Financial Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Morling Financial Advisors, LLC has made 6 purchases of JPM, at an average price of $221.81, for a total of 5,484.00 shares. In addition, there have been 4 sales at an average price of $164.92 for 182.00 shares. Based on historical transaction data and JPM's current price of $298.76, Morling Financial Advisors, LLC's estimated gain on his JPM holdings is $397,606.69, reflecting a 32.69% gain to date.
Morling Financial Advisors, LLC JPM ($298.76) Holding Chart
Morling Financial Advisors, LLC JPM ($298.76) 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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