Number of Shares
33,593.00
Current Holdings Value*
$9.10 Mil
% of Portfolio
4.74%
Total Estimate Gain
$6.53 Mil
% of Total Estimate Gain
138.67%

Baugh & Associates, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Baugh & Associates, LLC held 33,593.00 shares of JPMorgan Chase & Co(JPM), totaling $9.10 Mil. This investment constitutes 4.74% of their stock portfolio, and Baugh & Associates, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Baugh & Associates, LLC has made 8 purchases of JPM, at an average price of $111.11, for a total of 42,385.00 shares. In addition, there have been 21 sales at an average price of $165.54 for 8,792.00 shares. Based on historical transaction data and JPM's current price of $291.27, Baugh & Associates, LLC's estimated gain on his JPM holdings is $6.53 Mil, reflecting a 138.67% gain to date.

Baugh & Associates, LLC JPM ($291.27) Holding Chart

Baugh & Associates, 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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