Number of Shares
5,302.00
Current Holdings Value*
$1.30 Mil
% of Portfolio
0.45%
Total Estimate Gain
$381,435.59
% of Total Estimate Gain
31.36%

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 $295.71, Morling Financial Advisors, LLC's estimated gain on his JPM holdings is $381,435.59, reflecting a 31.36% gain to date.

Morling Financial Advisors, LLC JPM ($295.71) Holding Chart

Morling Financial Advisors, LLC JPM ($295.71) 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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