Total Wealth Planning & Management, Inc. JPM Holdings History
Total Wealth Planning & Management, Inc.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held 6,971.00 shares of JPMorgan Chase & Co(JPM), totaling $1.71 Mil. This investment constitutes 1.62% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. And since then Total Wealth Planning & Management, Inc. has made 1 purchases of JPM, at an average price of $233.43, for a total of 6,971.00 shares. Based on historical transaction data and JPM's current price of $291.97, Total Wealth Planning & Management, Inc.'s estimated gain on his JPM holdings is $408,109.53, reflecting a 25.08% gain to date.
Total Wealth Planning & Management, Inc. JPM ($291.97) Holding Chart
Total Wealth Planning & Management, Inc. JPM ($291.97) 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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