Number of Shares
56,284.00
Current Holdings Value*
$13.81 Mil
% of Portfolio
5.14%
Total Estimate Gain
$8.08 Mil
% of Total Estimate Gain
86.47%

Next Level Private LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Next Level Private LLC held 56,284.00 shares of JPMorgan Chase & Co(JPM), totaling $13.81 Mil. This investment constitutes 5.14% of their stock portfolio, and Next Level Private LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then Next Level Private LLC has made 9 purchases of JPM, at an average price of $150.79, for a total of 61,982.00 shares. In addition, there have been 4 sales at an average price of $174.57 for 5,698.00 shares. Based on historical transaction data and JPM's current price of $291.97, Next Level Private LLC's estimated gain on his JPM holdings is $8.08 Mil, reflecting a 86.47% gain to date.

Next Level Private LLC JPM ($291.97) Holding Chart

Next Level Private LLC JPM ($291.97) 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 %

Top Ranked Articles

  • 1