Xcel Wealth Management, LLC JPM Holdings History
Xcel Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 43,316.00 shares of JPMorgan Chase & Co(JPM), totaling $10.63 Mil. This investment constitutes 3.31% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q4. And since then Xcel Wealth Management, LLC has made 9 purchases of JPM, at an average price of $111.42, for a total of 83,795.00 shares. In addition, there have been 17 sales at an average price of $176.07 for 40,479.00 shares. Based on historical transaction data and JPM's current price of $286.86, Xcel Wealth Management, LLC's estimated gain on his JPM holdings is $10.22 Mil, reflecting a 109.42% gain to date.
Xcel Wealth Management, LLC JPM ($286.86) Holding Chart
Xcel Wealth Management, LLC JPM ($286.86) 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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