Orca Wealth Management, LLC JPM Holdings History
Orca Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Orca Wealth Management, LLC held 14,387.00 shares of JPMorgan Chase & Co(JPM), totaling $3.53 Mil. This investment constitutes 3.16% of their stock portfolio, and Orca Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. And since then Orca Wealth Management, LLC has made 1 purchases of JPM, at an average price of $233.39, for a total of 14,387.00 shares. Based on historical transaction data and JPM's current price of $291.27, Orca Wealth Management, LLC's estimated gain on his JPM holdings is $832,761.60, reflecting a 24.80% gain to date.
Orca Wealth Management, LLC JPM ($291.27) Holding Chart
Orca Wealth Management, 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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