Turn8 Private Wealth Inc. JPM Holdings History
Number of Shares
14,618.00
Current Holdings Value*
$3.59 Mil
% of Portfolio
2.8%
Total Estimate Gain
$848,522.84
% of Total Estimate Gain
24.76%
Turn8 Private Wealth Inc.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Turn8 Private Wealth Inc. held 14,618.00 shares of JPMorgan Chase & Co(JPM), totaling $3.59 Mil. This investment constitutes 2.8% of their stock portfolio, and Turn8 Private Wealth Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $254.94 for 72.00 shares. Based on historical transaction data and JPM's current price of $291.27, Turn8 Private Wealth Inc.'s estimated gain on his JPM holdings is $848,522.84, reflecting a 24.76% gain to date.
Turn8 Private Wealth Inc. JPM ($291.27) Holding Chart
Turn8 Private Wealth Inc. 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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