Turtle Creek Wealth Advisors, LLC JPM Holdings History
Turtle Creek Wealth Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held 49,863.00 shares of JPMorgan Chase & Co(JPM), totaling $12.23 Mil. This investment constitutes 1.83% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 5 purchases of JPM, at an average price of $176.51, for a total of 49,863.00 shares. Based on historical transaction data and JPM's current price of $291.27, Turtle Creek Wealth Advisors, LLC's estimated gain on his JPM holdings is $5.72 Mil, reflecting a 65.02% gain to date.
Turtle Creek Wealth Advisors, LLC JPM ($291.27) Holding Chart
Turtle Creek Wealth Advisors, LLC 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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