West Branch Capital LLC JPM Holdings History
West Branch Capital LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, West Branch Capital LLC held 33,914.00 shares of JPMorgan Chase & Co(JPM), totaling $9.83 Mil. This investment constitutes 2.91% of their stock portfolio, and West Branch Capital LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then West Branch Capital LLC has made 13 purchases of JPM, at an average price of $120.36, for a total of 47,969.00 shares. In addition, there have been 16 sales at an average price of $125.71 for 14,055.00 shares. Based on historical transaction data and JPM's current price of $296.55, West Branch Capital LLC's estimated gain on his JPM holdings is $6.05 Mil, reflecting a 104.80% gain to date.
West Branch Capital LLC JPM ($296.55) Holding Chart
West Branch Capital LLC JPM ($296.55) 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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