Private Wealth Partners, LLC JPM Holdings History
Private Wealth Partners, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Private Wealth Partners, LLC held 160,653.00 shares of JPMorgan Chase & Co(JPM), totaling $39.41 Mil. This investment constitutes 3.26% of their stock portfolio, and Private Wealth Partners, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q4. And since then Private Wealth Partners, LLC has made 20 purchases of JPM, at an average price of $65.18, for a total of 518,558.00 shares. In addition, there have been 17 sales at an average price of $100.77 for 357,905.00 shares. Based on historical transaction data and JPM's current price of $295.31, Private Wealth Partners, LLC's estimated gain on his JPM holdings is $49.71 Mil, reflecting a 147.06% gain to date.
Private Wealth Partners, LLC JPM ($295.31) Holding Chart
Private Wealth Partners, LLC JPM ($295.31) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
