Prudent Man Advisors, LLC JPM Holdings History
Prudent Man Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Prudent Man Advisors, LLC held 17,132.00 shares of JPMorgan Chase & Co(JPM), totaling $4.20 Mil. This investment constitutes 1.53% of their stock portfolio, and Prudent Man Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q2. And since then Prudent Man Advisors, LLC has made 11 purchases of JPM, at an average price of $131.50, for a total of 23,960.00 shares. In addition, there have been 8 sales at an average price of $193.33 for 6,828.00 shares. Based on historical transaction data and JPM's current price of $291.27, Prudent Man Advisors, LLC's estimated gain on his JPM holdings is $3.16 Mil, reflecting a 100.28% gain to date.
Prudent Man Advisors, LLC JPM ($291.27) Holding Chart
Prudent Man Advisors, LLC JPM ($291.27) 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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