Providence Wealth Advisors, LLC JPM Holdings History
Providence Wealth Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Providence Wealth Advisors, LLC held 20,762.00 shares of JPMorgan Chase & Co(JPM), totaling $5.04 Mil. This investment constitutes 3.82% of their stock portfolio, and Providence Wealth Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Providence Wealth Advisors, LLC has made 12 purchases of JPM, at an average price of $123.32, for a total of 87,824.00 shares. In addition, there have been 16 sales at an average price of $129.49 for 67,062.00 shares. Based on historical transaction data and JPM's current price of $293.12, Providence Wealth Advisors, LLC's estimated gain on his JPM holdings is $3.94 Mil, reflecting a 36.37% gain to date.
Providence Wealth Advisors, LLC JPM ($293.12) Holding Chart
Providence Wealth Advisors, LLC JPM ($293.12) 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
