Pines Wealth Management, LLC JPM Holdings History
Pines Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Pines Wealth Management, LLC held 20,525.00 shares of JPMorgan Chase & Co(JPM), totaling $6.08 Mil. This investment constitutes 2.15% of their stock portfolio, and Pines Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. And since then Pines Wealth Management, LLC has made 2 purchases of JPM, at an average price of $233.89, for a total of 20,525.00 shares. Based on historical transaction data and JPM's current price of $289.90, Pines Wealth Management, LLC's estimated gain on his JPM holdings is $1.15 Mil, reflecting a 23.95% gain to date.
Pines Wealth Management, LLC JPM ($289.90) Holding Chart
Pines Wealth Management, LLC JPM ($289.90) 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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