Processus Wealth & Capital Management, LLC JPM Holdings History
Processus Wealth & Capital Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Processus Wealth & Capital Management, LLC held 18,394.00 shares of JPMorgan Chase & Co(JPM), totaling $4.51 Mil. This investment constitutes 3.84% of their stock portfolio, and Processus Wealth & Capital Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then Processus Wealth & Capital Management, LLC has made 2 purchases of JPM, at an average price of $152.55, for a total of 19,179.00 shares. In addition, there have been 3 sales at an average price of $229.11 for 785.00 shares. Based on historical transaction data and JPM's current price of $296.00, Processus Wealth & Capital Management, LLC's estimated gain on his JPM holdings is $2.70 Mil, reflecting a 92.24% gain to date.
Processus Wealth & Capital Management, LLC JPM ($296.00) Holding Chart
Processus Wealth & Capital Management, LLC JPM ($296.00) 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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