Ropes Wealth Advisors LLC JPM Holdings History
Ropes Wealth Advisors LLC's JPMorgan Chase & Co Holding Summary
As of 2023-09-30, Ropes Wealth Advisors LLC held 67,450.00 shares of JPMorgan Chase & Co(JPM), totaling $9.78 Mil. This investment constitutes 1.9% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2015Q1. And since then Ropes Wealth Advisors LLC has made 8 purchases of JPM, at an average price of $93.38, for a total of 127,764.00 shares. In addition, there have been 14 sales at an average price of $137.59 for 60,314.00 shares. Based on historical transaction data and JPM's current price of $287.11, Ropes Wealth Advisors LLC's estimated gain on his JPM holdings is $15.73 Mil, reflecting a 131.87% gain to date.
Ropes Wealth Advisors LLC JPM ($287.11) Holding Chart
Ropes Wealth Advisors LLC JPM ($287.11) 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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