Red Door Wealth Management, LLC JPM Holdings History
Red Door Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Red Door Wealth Management, LLC held 80,459.00 shares of JPMorgan Chase & Co(JPM), totaling $23.33 Mil. This investment constitutes 2.78% of their stock portfolio, and Red Door Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Red Door Wealth Management, LLC has made 21 purchases of JPM, at an average price of $159.72, for a total of 86,322.00 shares. In addition, there have been 1 sales at an average price of $149.90 for 5,863.00 shares. Based on historical transaction data and JPM's current price of $291.43, Red Door Wealth Management, LLC's estimated gain on his JPM holdings is $10.54 Mil, reflecting a 76.44% gain to date.
Red Door Wealth Management, LLC JPM ($291.43) Holding Chart
Red Door Wealth Management, LLC JPM ($291.43) 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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