Navis Wealth Advisors, LLC JPM Holdings History
Navis Wealth Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held 4,652.00 shares of JPMorgan Chase & Co(JPM), totaling $1.14 Mil. This investment constitutes 1.12% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q4. And since then Navis Wealth Advisors, LLC has made 13 purchases of JPM, at an average price of $149.59, for a total of 10,687.00 shares. In addition, there have been 4 sales at an average price of $130.60 for 6,035.00 shares. Based on historical transaction data and JPM's current price of $291.27, Navis Wealth Advisors, LLC's estimated gain on his JPM holdings is $544,413.31, reflecting a 34.05% gain to date.
Navis Wealth Advisors, LLC JPM ($291.27) Holding Chart
Navis Wealth Advisors, LLC JPM ($291.27) 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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