Number of Shares
27,250.00
Current Holdings Value*
$3.80 Mil
% of Portfolio
2.1%
Total Estimate Gain
$7.02 Mil
% of Total Estimate Gain
257.47%

Torch Wealth Management LLC's JPMorgan Chase & Co Holding Summary

As of 2019-12-31, Torch Wealth Management LLC held 27,250.00 shares of JPMorgan Chase & Co(JPM), totaling $3.80 Mil. This investment constitutes 2.1% of their stock portfolio, and Torch Wealth Management LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then Torch Wealth Management LLC has made 9 purchases of JPM, at an average price of $59.54, for a total of 45,762.00 shares. In addition, there have been 5 sales at an average price of $103.87 for 18,512.00 shares. Based on historical transaction data and JPM's current price of $286.86, Torch Wealth Management LLC's estimated gain on his JPM holdings is $7.02 Mil, reflecting a 257.47% gain to date.

Torch Wealth Management LLC JPM ($286.86) Holding Chart

Torch Wealth Management LLC JPM ($286.86) 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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