WRAPMANAGER INC JPM Holdings History
Number of Shares
14,302.00
Current Holdings Value*
$3.51 Mil
% of Portfolio
0.92%
Total Estimate Gain
$3.18 Mil
% of Total Estimate Gain
81.79%
WRAPMANAGER INC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, WRAPMANAGER INC held 14,302.00 shares of JPMorgan Chase & Co(JPM), totaling $3.51 Mil. This investment constitutes 0.92% of their stock portfolio, and WRAPMANAGER INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2015Q4. And since then WRAPMANAGER INC has made 22 purchases of JPM, at an average price of $119.40, for a total of 32,578.00 shares. In addition, there have been 14 sales at an average price of $159.96 for 18,276.00 shares. Based on historical transaction data and JPM's current price of $290.04, WRAPMANAGER INC's estimated gain on his JPM holdings is $3.18 Mil, reflecting a 81.79% gain to date.
WRAPMANAGER INC JPM ($290.04) Holding Chart
WRAPMANAGER INC JPM ($290.04) 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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