WealthBridge Investment Counsel Inc. JPM Holdings History
WealthBridge Investment Counsel Inc.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, WealthBridge Investment Counsel Inc. held 61,131.00 shares of JPMorgan Chase & Co(JPM), totaling $15.00 Mil. This investment constitutes 5.46% of their stock portfolio, and WealthBridge Investment Counsel Inc. now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then WealthBridge Investment Counsel Inc. has made 6 purchases of JPM, at an average price of $127.60, for a total of 85,731.00 shares. In addition, there have been 15 sales at an average price of $165.80 for 24,600.00 shares. Based on historical transaction data and JPM's current price of $288.75, WealthBridge Investment Counsel Inc.'s estimated gain on his JPM holdings is $10.79 Mil, reflecting a 98.65% gain to date.
WealthBridge Investment Counsel Inc. JPM ($288.75) Holding Chart
WealthBridge Investment Counsel Inc. JPM ($288.75) 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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