Palacios Wealth Management, LLC JPM Holdings History
Palacios Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Palacios Wealth Management, LLC held 7,556.00 shares of JPMorgan Chase & Co(JPM), totaling $2.19 Mil. This investment constitutes 1.8% of their stock portfolio, and Palacios Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. And since then Palacios Wealth Management, LLC has made 1 purchases of JPM, at an average price of $248.33, for a total of 7,558.00 shares. In addition, there have been 1 sales at an average price of $254.94 for 2.00 shares. Based on historical transaction data and JPM's current price of $291.27, Palacios Wealth Management, LLC's estimated gain on his JPM holdings is $324,433.66, reflecting a 17.29% gain to date.
Palacios Wealth Management, LLC JPM ($291.27) Holding Chart
Palacios 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
