Number of Shares
18,532.00
Current Holdings Value*
$4.55 Mil
% of Portfolio
4%
Total Estimate Gain
$2.11 Mil
% of Total Estimate Gain
61.76%

TWIN CITY PRIVATE WEALTH, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, TWIN CITY PRIVATE WEALTH, LLC held 18,532.00 shares of JPMorgan Chase & Co(JPM), totaling $4.55 Mil. This investment constitutes 4% of their stock portfolio, and TWIN CITY PRIVATE WEALTH, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q1. And since then TWIN CITY PRIVATE WEALTH, LLC has made 1 purchases of JPM, at an average price of $180.49, for a total of 18,959.00 shares. In addition, there have been 3 sales at an average price of $241.55 for 427.00 shares. Based on historical transaction data and JPM's current price of $293.12, TWIN CITY PRIVATE WEALTH, LLC's estimated gain on his JPM holdings is $2.11 Mil, reflecting a 61.76% gain to date.

TWIN CITY PRIVATE WEALTH, LLC JPM ($293.12) Holding Chart

TWIN CITY PRIVATE WEALTH, LLC JPM ($293.12) 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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