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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