PATRICK M SWEENEY & ASSOCIATES, INC JPM Holdings History
PATRICK M SWEENEY & ASSOCIATES, INC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, PATRICK M SWEENEY & ASSOCIATES, INC held 23,929.00 shares of JPMorgan Chase & Co(JPM), totaling $5.87 Mil. This investment constitutes 4.38% of their stock portfolio, and PATRICK M SWEENEY & ASSOCIATES, INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then PATRICK M SWEENEY & ASSOCIATES, INC has made 2 purchases of JPM, at an average price of $151.77, for a total of 24,067.00 shares. In addition, there have been 3 sales at an average price of $243.94 for 138.00 shares. Based on historical transaction data and JPM's current price of $288.70, PATRICK M SWEENEY & ASSOCIATES, INC's estimated gain on his JPM holdings is $3.29 Mil, reflecting a 90.06% gain to date.
PATRICK M SWEENEY & ASSOCIATES, INC JPM ($288.70) Holding Chart
PATRICK M SWEENEY & ASSOCIATES, INC JPM ($288.70) 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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