SlateStone Wealth, LLC JPM Holdings History
SlateStone Wealth, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, SlateStone Wealth, LLC held 74,717.00 shares of JPMorgan Chase & Co(JPM), totaling $18.33 Mil. This investment constitutes 1.84% of their stock portfolio, and SlateStone Wealth, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q4. And since then SlateStone Wealth, LLC has made 14 purchases of JPM, at an average price of $154.59, for a total of 127,843.00 shares. In addition, there have been 11 sales at an average price of $149.94 for 53,126.00 shares. Based on historical transaction data and JPM's current price of $288.84, SlateStone Wealth, LLC's estimated gain on his JPM holdings is $9.78 Mil, reflecting a 49.50% gain to date.
SlateStone Wealth, LLC JPM ($288.84) Holding Chart
SlateStone Wealth, LLC JPM ($288.84) 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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