Number of Shares
8,461.00
Current Holdings Value*
$2.45 Mil
% of Portfolio
1.87%
Total Estimate Gain
$491,497.30
% of Total Estimate Gain
24.89%

Bay Capital Advisors, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Bay Capital Advisors, LLC held 8,461.00 shares of JPMorgan Chase & Co(JPM), totaling $2.45 Mil. This investment constitutes 1.87% of their stock portfolio, and Bay Capital Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2024Q4. And since then Bay Capital Advisors, LLC has made 1 purchases of JPM, at an average price of $233.34, for a total of 8,461.00 shares. Based on historical transaction data and JPM's current price of $291.43, Bay Capital Advisors, LLC's estimated gain on his JPM holdings is $491,497.30, reflecting a 24.89% gain to date.

Bay Capital Advisors, LLC JPM ($291.43) Holding Chart

Bay Capital Advisors, 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 %

Top Ranked Articles

  • 1