Smith Salley Wealth Management JPM Holdings History
Smith Salley Wealth Management's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Smith Salley Wealth Management held 169,365.00 shares of JPMorgan Chase & Co(JPM), totaling $49.10 Mil. This investment constitutes 2.84% of their stock portfolio, and Smith Salley Wealth Management now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then Smith Salley Wealth Management has made 31 purchases of JPM, at an average price of $95.92, for a total of 268,208.00 shares. In addition, there have been 6 sales at an average price of $165.10 for 98,843.00 shares. Based on historical transaction data and JPM's current price of $291.27, Smith Salley Wealth Management's estimated gain on his JPM holdings is $39.92 Mil, reflecting a 155.20% gain to date.
Smith Salley Wealth Management JPM ($291.27) Holding Chart
Smith Salley Wealth Management JPM ($291.27) 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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