YARGER WEALTH STRATEGIES, LLC JPM Holdings History
YARGER WEALTH STRATEGIES, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 8,072.00 shares of JPMorgan Chase & Co(JPM), totaling $1.98 Mil. This investment constitutes 1.15% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then YARGER WEALTH STRATEGIES, LLC has made 6 purchases of JPM, at an average price of $154.62, for a total of 13,793.00 shares. In addition, there have been 7 sales at an average price of $193.09 for 5,721.00 shares. Based on historical transaction data and JPM's current price of $291.27, YARGER WEALTH STRATEGIES, LLC's estimated gain on his JPM holdings is $1.32 Mil, reflecting a 62.05% gain to date.
YARGER WEALTH STRATEGIES, LLC JPM ($291.27) Holding Chart
YARGER WEALTH STRATEGIES, 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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