Rockline Wealth Management, LLC JPM Holdings History
Rockline Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Rockline Wealth Management, LLC held 33,927.00 shares of JPMorgan Chase & Co(JPM), totaling $8.32 Mil. This investment constitutes 2.32% of their stock portfolio, and Rockline Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then Rockline Wealth Management, LLC has made 5 purchases of JPM, at an average price of $159.56, for a total of 33,927.00 shares. Based on historical transaction data and JPM's current price of $290.97, Rockline Wealth Management, LLC's estimated gain on his JPM holdings is $4.46 Mil, reflecting a 82.36% gain to date.
Rockline Wealth Management, LLC JPM ($290.97) Holding Chart
Rockline Wealth Management, LLC JPM ($290.97) 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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