SevenBridge Financial Group, LLC JPM Holdings History
SevenBridge Financial Group, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, SevenBridge Financial Group, LLC held 44,362.00 shares of JPMorgan Chase & Co(JPM), totaling $11.54 Mil. This investment constitutes 2.27% of their stock portfolio, and SevenBridge Financial Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then SevenBridge Financial Group, LLC has made 17 purchases of JPM, at an average price of $115.99, for a total of 54,451.00 shares. In addition, there have been 11 sales at an average price of $169.10 for 10,089.00 shares. Based on historical transaction data and JPM's current price of $286.55, SevenBridge Financial Group, LLC's estimated gain on his JPM holdings is $8.10 Mil, reflecting a 128.28% gain to date.
SevenBridge Financial Group, LLC JPM ($286.55) Holding Chart
SevenBridge Financial Group, LLC JPM ($286.55) 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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