Pinnacle Wealth Advisors JPM Holdings History
Number of Shares
276,277.00
Current Holdings Value*
$42.97 Mil
% of Portfolio
1.74%
Total Estimate Gain
$38.54 Mil
% of Total Estimate Gain
88.84%
Pinnacle Wealth Advisors's JPMorgan Chase & Co Holding Summary
As of 2021-06-30, Pinnacle Wealth Advisors held 276,277.00 shares of JPMorgan Chase & Co(JPM), totaling $42.97 Mil. This investment constitutes 1.74% of their stock portfolio, and Pinnacle Wealth Advisors now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q2. Based on historical transaction data and JPM's current price of $296.55, Pinnacle Wealth Advisors's estimated gain on his JPM holdings is $38.54 Mil, reflecting a 88.84% gain to date.
Pinnacle Wealth Advisors JPM ($296.55) Holding Chart
Pinnacle Wealth Advisors 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers