Number of Shares
49,336.00
Current Holdings Value*
$12.10 Mil
% of Portfolio
1.45%
Total Estimate Gain
$10.41 Mil
% of Total Estimate Gain
167.95%

Baldwin Investment Management, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Baldwin Investment Management, LLC held 49,336.00 shares of JPMorgan Chase & Co(JPM), totaling $12.10 Mil. This investment constitutes 1.45% of their stock portfolio, and Baldwin Investment Management, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q1. And since then Baldwin Investment Management, LLC has made 21 purchases of JPM, at an average price of $99.93, for a total of 61,993.00 shares. In addition, there have been 14 sales at an average price of $174.99 for 12,657.00 shares. Based on historical transaction data and JPM's current price of $291.58, Baldwin Investment Management, LLC's estimated gain on his JPM holdings is $10.41 Mil, reflecting a 167.95% gain to date.

Baldwin Investment Management, LLC JPM ($291.58) Holding Chart

Baldwin Investment Management, LLC JPM ($291.58) 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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