Providence Capital Advisors, LLC JPM Holdings History
Providence Capital Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Providence Capital Advisors, LLC held 43,235.00 shares of JPMorgan Chase & Co(JPM), totaling $10.61 Mil. This investment constitutes 2.2% of their stock portfolio, and Providence Capital Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Providence Capital Advisors, LLC has made 24 purchases of JPM, at an average price of $130.72, for a total of 66,440.00 shares. In addition, there have been 4 sales at an average price of $159.47 for 23,205.00 shares. Based on historical transaction data and JPM's current price of $292.95, Providence Capital Advisors, LLC's estimated gain on his JPM holdings is $7.68 Mil, reflecting a 88.45% gain to date.
Providence Capital Advisors, LLC JPM ($292.95) Holding Chart
Providence Capital Advisors, LLC JPM ($292.95) 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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