Number of Shares
95,972.00
Current Holdings Value*
$27.82 Mil
% of Portfolio
2.57%
Total Estimate Gain
$13.72 Mil
% of Total Estimate Gain
85.27%

TRITONPOINT WEALTH, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, TRITONPOINT WEALTH, LLC held 95,972.00 shares of JPMorgan Chase & Co(JPM), totaling $27.82 Mil. This investment constitutes 2.57% of their stock portfolio, and TRITONPOINT WEALTH, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q4. And since then TRITONPOINT WEALTH, LLC has made 1 purchases of JPM, at an average price of $153.78, for a total of 104,615.00 shares. In addition, there have been 5 sales at an average price of $214.40 for 8,643.00 shares. Based on historical transaction data and JPM's current price of $291.27, TRITONPOINT WEALTH, LLC's estimated gain on his JPM holdings is $13.72 Mil, reflecting a 85.27% gain to date.

TRITONPOINT WEALTH, LLC JPM ($291.27) Holding Chart

TRITONPOINT 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 %

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