Windsor Advisory Group, LLC JPM Holdings History
Windsor Advisory Group, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Windsor Advisory Group, LLC held 7,300.00 shares of JPMorgan Chase & Co(JPM), totaling $1.79 Mil. This investment constitutes 2.31% of their stock portfolio, and Windsor Advisory Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q4. And since then Windsor Advisory Group, LLC has made 1 purchases of JPM, at an average price of $189.88, for a total of 10,929.00 shares. In addition, there have been 3 sales at an average price of $161.81 for 3,629.00 shares. Based on historical transaction data and JPM's current price of $296.00, Windsor Advisory Group, LLC's estimated gain on his JPM holdings is $672,793.04, reflecting a 32.42% gain to date.
Windsor Advisory Group, LLC JPM ($296.00) Holding Chart
Windsor Advisory Group, LLC JPM ($296.00) 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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