ProVise Management Group, LLC JPM Holdings History
ProVise Management Group, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, ProVise Management Group, LLC held 109,040.00 shares of JPMorgan Chase & Co(JPM), totaling $26.75 Mil. This investment constitutes 2.27% of their stock portfolio, and ProVise Management Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then ProVise Management Group, LLC has made 21 purchases of JPM, at an average price of $102.94, for a total of 146,929.00 shares. In addition, there have been 15 sales at an average price of $150.51 for 37,889.00 shares. Based on historical transaction data and JPM's current price of $286.82, ProVise Management Group, LLC's estimated gain on his JPM holdings is $21.85 Mil, reflecting a 144.48% gain to date.
ProVise Management Group, LLC JPM ($286.82) Holding Chart
ProVise Management Group, LLC JPM ($286.82) 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
