Number of Shares
23,753.00
Current Holdings Value*
$5.83 Mil
% of Portfolio
3.6%
Total Estimate Gain
$3.38 Mil
% of Total Estimate Gain
60.04%

VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 23,753.00 shares of JPMorgan Chase & Co(JPM), totaling $5.83 Mil. This investment constitutes 3.6% of their stock portfolio, and VIRGINIA WEALTH MANAGEMENT GROUP, INC. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then VIRGINIA WEALTH MANAGEMENT GROUP, INC. has made 5 purchases of JPM, at an average price of $149.32, for a total of 37,737.00 shares. In addition, there have been 8 sales at an average price of $157.66 for 13,984.00 shares. Based on historical transaction data and JPM's current price of $286.86, VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s estimated gain on his JPM holdings is $3.38 Mil, reflecting a 60.04% gain to date.

VIRGINIA WEALTH MANAGEMENT GROUP, INC. JPM ($286.86) Holding Chart

VIRGINIA WEALTH MANAGEMENT GROUP, INC. 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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