Osprey Private Wealth LLC JPM Holdings History
Osprey Private Wealth LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Osprey Private Wealth LLC held 35,330.00 shares of JPMorgan Chase & Co(JPM), totaling $10.46 Mil. This investment constitutes 5.69% of their stock portfolio, and Osprey Private Wealth LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q3. And since then Osprey Private Wealth LLC has made 2 purchases of JPM, at an average price of $218.97, for a total of 35,380.00 shares. In addition, there have been 1 sales at an average price of $233.33 for 50.00 shares. Based on historical transaction data and JPM's current price of $291.27, Osprey Private Wealth LLC's estimated gain on his JPM holdings is $2.56 Mil, reflecting a 32.98% gain to date.
Osprey Private Wealth LLC JPM ($291.27) Holding Chart
Osprey Private 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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