Owen LaRue, LLC JPM Holdings History

Number of Shares
38,003.00
Current Holdings Value*
$11.02 Mil
% of Portfolio
4.68%
Total Estimate Gain
$5.33 Mil
% of Total Estimate Gain
78.47%

Owen LaRue, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Owen LaRue, LLC held 38,003.00 shares of JPMorgan Chase & Co(JPM), totaling $11.02 Mil. This investment constitutes 4.68% of their stock portfolio, and Owen LaRue, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2022Q4. And since then Owen LaRue, LLC has made 6 purchases of JPM, at an average price of $154.27, for a total of 44,050.00 shares. In addition, there have been 3 sales at an average price of $176.83 for 6,047.00 shares. Based on historical transaction data and JPM's current price of $290.99, Owen LaRue, LLC's estimated gain on his JPM holdings is $5.33 Mil, reflecting a 78.47% gain to date.

Owen LaRue, LLC JPM ($290.99) Holding Chart

Owen LaRue, LLC JPM ($290.99) 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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