Principle Wealth Partners LLC JPM Holdings History
Principle Wealth Partners LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 351,908.00 shares of JPMorgan Chase & Co(JPM), totaling $86.32 Mil. This investment constitutes 6.17% of their stock portfolio, and Principle Wealth Partners LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q4. And since then Principle Wealth Partners LLC has made 15 purchases of JPM, at an average price of $112.92, for a total of 357,105.00 shares. In addition, there have been 10 sales at an average price of $175.62 for 5,197.00 shares. Based on historical transaction data and JPM's current price of $291.27, Principle Wealth Partners LLC's estimated gain on his JPM holdings is $63.09 Mil, reflecting a 156.45% gain to date.
Principle Wealth Partners LLC JPM ($291.27) Holding Chart
Principle Wealth Partners 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 % | |||
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