Phillips Wealth Planners LLC JPM Holdings History
Phillips Wealth Planners LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 7,135.00 shares of JPMorgan Chase & Co(JPM), totaling $2.02 Mil. This investment constitutes 1.83% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q4. And since then Phillips Wealth Planners LLC has made 4 purchases of JPM, at an average price of $134.27, for a total of 8,660.00 shares. In addition, there have been 6 sales at an average price of $173.94 for 1,525.00 shares. Based on historical transaction data and JPM's current price of $296.76, Phillips Wealth Planners LLC's estimated gain on his JPM holdings is $1.22 Mil, reflecting a 104.91% gain to date.
Phillips Wealth Planners LLC JPM ($296.76) Holding Chart
Phillips Wealth Planners LLC JPM ($296.76) 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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