Werlinich Asset Management, LLC JPM Holdings History
Werlinich Asset Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Werlinich Asset Management, LLC held 35,197.00 shares of JPMorgan Chase & Co(JPM), totaling $10.20 Mil. This investment constitutes 5.57% of their stock portfolio, and Werlinich Asset Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q1. And since then Werlinich Asset Management, LLC has made 1 purchases of JPM, at an average price of $143.78, for a total of 38,465.00 shares. In addition, there have been 5 sales at an average price of $167.11 for 3,268.00 shares. Based on historical transaction data and JPM's current price of $291.27, Werlinich Asset Management, LLC's estimated gain on his JPM holdings is $5.27 Mil, reflecting a 95.24% gain to date.
Werlinich Asset Management, LLC JPM ($291.27) Holding Chart
Werlinich Asset Management, LLC JPM ($291.27) 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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