NewEdge Wealth, LLC JPM Holdings History
NewEdge Wealth, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, NewEdge Wealth, LLC held 422,408.00 shares of JPMorgan Chase & Co(JPM), totaling $103.62 Mil. This investment constitutes 1.88% of their stock portfolio, and NewEdge Wealth, LLC now holds 0.02% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q4. And since then NewEdge Wealth, LLC has made 17 purchases of JPM, at an average price of $167.71, for a total of 422,408.00 shares. Based on historical transaction data and JPM's current price of $291.27, NewEdge Wealth, LLC's estimated gain on his JPM holdings is $52.19 Mil, reflecting a 73.68% gain to date.
NewEdge Wealth, LLC JPM ($291.27) Holding Chart
NewEdge Wealth, 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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