Stone Summit Wealth LLC JPM Holdings History
Stone Summit Wealth LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Stone Summit Wealth LLC held 30,424.00 shares of JPMorgan Chase & Co(JPM), totaling $8.82 Mil. This investment constitutes 2.73% of their stock portfolio, and Stone Summit Wealth LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 4 purchases of JPM, at an average price of $152.92, for a total of 39,476.00 shares. In addition, there have been 11 sales at an average price of $182.32 for 9,052.00 shares. Based on historical transaction data and JPM's current price of $291.27, Stone Summit Wealth LLC's estimated gain on his JPM holdings is $4.48 Mil, reflecting a 74.13% gain to date.
Stone Summit Wealth LLC JPM ($291.27) Holding Chart
Stone Summit Wealth LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
