SILVER OAK WEALTH ADVISORS SERVICES, LLC JPM Holdings History
SILVER OAK WEALTH ADVISORS SERVICES, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, SILVER OAK WEALTH ADVISORS SERVICES, LLC held - shares of JPMorgan Chase & Co(JPM), totaling N/A. This investment constitutes 0% of their stock portfolio, and SILVER OAK WEALTH ADVISORS SERVICES, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $254.94 for 520.00 shares. Based on historical transaction data and JPM's current price of $286.86, SILVER OAK WEALTH ADVISORS SERVICES, LLC's estimated gain on his JPM holdings is $11,237.20, reflecting a 9.26% gain to date.
SILVER OAK WEALTH ADVISORS SERVICES, LLC JPM ($286.86) Holding Chart
SILVER OAK WEALTH ADVISORS SERVICES, LLC JPM ($286.86) 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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