SVB WEALTH LLC JPM Holdings History
SVB WEALTH LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, SVB WEALTH LLC held 180,556.00 shares of JPMorgan Chase & Co(JPM), totaling $44.29 Mil. This investment constitutes 1.82% of their stock portfolio, and SVB WEALTH LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q4. And since then SVB WEALTH LLC has made 8 purchases of JPM, at an average price of $94.16, for a total of 1.19 Mil shares. In addition, there have been 23 sales at an average price of $149.77 for 1.01 Mil shares. Based on historical transaction data and JPM's current price of $287.93, SVB WEALTH LLC's estimated gain on his JPM holdings is $91.07 Mil, reflecting a 81.34% gain to date.
SVB WEALTH LLC JPM ($287.93) Holding Chart
SVB WEALTH LLC JPM ($287.93) 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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