Apricus Wealth, LLC JPM Holdings History

Number of Shares
14,647.00
Current Holdings Value*
$3.59 Mil
% of Portfolio
2.14%
Total Estimate Gain
$2.62 Mil
% of Total Estimate Gain
47.17%

apricus wealth, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, apricus wealth, LLC held 14,647.00 shares of JPMorgan Chase & Co(JPM), totaling $3.59 Mil. This investment constitutes 2.14% of their stock portfolio, and apricus wealth, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then apricus wealth, LLC has made 5 purchases of JPM, at an average price of $156.45, for a total of 35,448.00 shares. In addition, there have been 8 sales at an average price of $194.31 for 20,801.00 shares. Based on historical transaction data and JPM's current price of $281.26, apricus wealth, LLC's estimated gain on his JPM holdings is $2.62 Mil, reflecting a 47.17% gain to date.

apricus wealth, LLC JPM ($281.26) Holding Chart

apricus wealth, LLC JPM ($281.26) 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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