Baker Ellis Asset Management LLC JPM Holdings History
Baker Ellis Asset Management LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Baker Ellis Asset Management LLC held 52,083.00 shares of JPMorgan Chase & Co(JPM), totaling $15.10 Mil. This investment constitutes 2.07% of their stock portfolio, and Baker Ellis Asset Management LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q4. And since then Baker Ellis Asset Management LLC has made 28 purchases of JPM, at an average price of $101.26, for a total of 56,529.00 shares. In addition, there have been 9 sales at an average price of $148.70 for 4,446.00 shares. Based on historical transaction data and JPM's current price of $291.43, Baker Ellis Asset Management LLC's estimated gain on his JPM holdings is $10.12 Mil, reflecting a 176.73% gain to date.
Baker Ellis Asset Management LLC JPM ($291.43) Holding Chart
Baker Ellis Asset Management LLC JPM ($291.43) 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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