PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC JPM Holdings History
Number of Shares
45,333.00
Current Holdings Value*
$11.12 Mil
% of Portfolio
1.6%
Total Estimate Gain
$2.45 Mil
% of Total Estimate Gain
22.58%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC held 45,333.00 shares of JPMorgan Chase & Co(JPM), totaling $11.12 Mil. This investment constitutes 1.6% of their stock portfolio, and PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $254.94 for 1,219.00 shares. Based on historical transaction data and JPM's current price of $286.86, PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's estimated gain on his JPM holdings is $2.45 Mil, reflecting a 22.58% gain to date.
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC JPM ($286.86) Holding Chart
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC JPM ($286.86) 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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