AVAII Wealth Management's JPM Holdings Yield Estimated $2.19 Million Gain

AVAII Wealth Management, LLC has been making moves in its JPMorgan Chase & Co. (JPM) holdings over the past few years.

The firm's initial trade of JPM took place in Q4 of 2021, and since then, it has made a total of 11 purchases at an average price of $240.67 for a total of 30,059 shares.

In addition to these buys, AVAII Wealth Management, LLC also made 7 sales at an average price of $304.92 for 24,640 shares.

Based on historical transaction data and JPM's current price of $352.30, the firm's estimated gain on its JPM holdings is a substantial $2.19 million, reflecting a 30.25% gain to date.