Trueblood Wealth Management, LLC JPM Holdings History
Trueblood Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Trueblood Wealth Management, LLC held 44,793.00 shares of JPMorgan Chase & Co(JPM), totaling $12.99 Mil. This investment constitutes 5.43% of their stock portfolio, and Trueblood Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. In addition, there have been 6 sales at an average price of $230.46 for 11,859.00 shares. Based on historical transaction data and JPM's current price of $296.76, Trueblood Wealth Management, LLC's estimated gain on his JPM holdings is $7.44 Mil, reflecting a 86.67% gain to date.
Trueblood Wealth Management, LLC JPM ($296.76) Holding Chart
Trueblood Wealth Management, LLC JPM ($296.76) 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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