Pathway Financial Advisers, LLC JPM Holdings History
Pathway Financial Advisers, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Pathway Financial Advisers, LLC held 31,434.00 shares of JPMorgan Chase & Co(JPM), totaling $7.71 Mil. This investment constitutes 2.64% of their stock portfolio, and Pathway Financial Advisers, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q4. And since then Pathway Financial Advisers, LLC has made 3 purchases of JPM, at an average price of $127.29, for a total of 36,764.00 shares. In addition, there have been 3 sales at an average price of $207.72 for 5,330.00 shares. Based on historical transaction data and JPM's current price of $296.55, Pathway Financial Advisers, LLC's estimated gain on his JPM holdings is $5.75 Mil, reflecting a 122.86% gain to date.
Pathway Financial Advisers, LLC JPM ($296.55) Holding Chart
Pathway Financial Advisers, LLC JPM ($296.55) 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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