Wellington Shields & Co., LLC JPM Holdings History
Wellington Shields & Co., LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Wellington Shields & Co., LLC held 48,224.00 shares of JPMorgan Chase & Co(JPM), totaling $11.83 Mil. This investment constitutes 3.7% of their stock portfolio, and Wellington Shields & Co., LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then Wellington Shields & Co., LLC has made 16 purchases of JPM, at an average price of $109.78, for a total of 102,410.00 shares. In addition, there have been 15 sales at an average price of $118.00 for 54,186.00 shares. Based on historical transaction data and JPM's current price of $291.43, Wellington Shields & Co., LLC's estimated gain on his JPM holdings is $9.21 Mil, reflecting a 81.88% gain to date.
Wellington Shields & Co., LLC JPM ($291.43) Holding Chart
Wellington Shields & Co., LLC 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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