Resurgent Financial Advisors LLC JPM Holdings History
Resurgent Financial Advisors LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Resurgent Financial Advisors LLC held 19,522.00 shares of JPMorgan Chase & Co(JPM), totaling $4.79 Mil. This investment constitutes 2.88% of their stock portfolio, and Resurgent Financial Advisors LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Resurgent Financial Advisors LLC has made 7 purchases of JPM, at an average price of $154.81, for a total of 23,771.00 shares. In addition, there have been 5 sales at an average price of $171.95 for 4,249.00 shares. Based on historical transaction data and JPM's current price of $296.00, Resurgent Financial Advisors LLC's estimated gain on his JPM holdings is $2.83 Mil, reflecting a 76.88% gain to date.
Resurgent Financial Advisors LLC JPM ($296.00) Holding Chart
Resurgent Financial Advisors 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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