PUFF WEALTH MANAGEMENT, LLC JPM Holdings History
Number of Shares
2,443.00
Current Holdings Value*
$599,280.00
% of Portfolio
0.56%
Total Estimate Gain
$144,529.60
% of Total Estimate Gain
24.00%
PUFF WEALTH MANAGEMENT, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, PUFF WEALTH MANAGEMENT, LLC held 2,443.00 shares of JPMorgan Chase & Co(JPM), totaling $599,280.00. This investment constitutes 0.56% of their stock portfolio, and PUFF WEALTH MANAGEMENT, 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 138.00 shares. Based on historical transaction data and JPM's current price of $291.27, PUFF WEALTH MANAGEMENT, LLC's estimated gain on his JPM holdings is $144,529.60, reflecting a 24.00% gain to date.
PUFF WEALTH MANAGEMENT, LLC JPM ($291.27) Holding Chart
PUFF WEALTH MANAGEMENT, 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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