Wealth Advisory Solutions, LLC JPM Holdings History
Wealth Advisory Solutions, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Wealth Advisory Solutions, LLC held 36,872.00 shares of JPMorgan Chase & Co(JPM), totaling $9.04 Mil. This investment constitutes 2.39% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then Wealth Advisory Solutions, LLC has made 8 purchases of JPM, at an average price of $133.88, for a total of 139,929.00 shares. In addition, there have been 11 sales at an average price of $160.63 for 103,057.00 shares. Based on historical transaction data and JPM's current price of $286.86, Wealth Advisory Solutions, LLC's estimated gain on his JPM holdings is $8.40 Mil, reflecting a 44.83% gain to date.
Wealth Advisory Solutions, LLC JPM ($286.86) Holding Chart
Wealth Advisory Solutions, LLC 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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