WETZEL INVESTMENT ADVISORS, INC. JPM Holdings History
WETZEL INVESTMENT ADVISORS, INC.'s JPMorgan Chase & Co Holding Summary
As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 44,208.00 shares of JPMorgan Chase & Co(JPM), totaling $12.82 Mil. This investment constitutes 5.86% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. 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 $212.64 for 2,807.00 shares. Based on historical transaction data and JPM's current price of $291.43, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his JPM holdings is $6.36 Mil, reflecting a 89.21% gain to date.
WETZEL INVESTMENT ADVISORS, INC. JPM ($291.43) Holding Chart
WETZEL INVESTMENT ADVISORS, INC. JPM ($291.43) 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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