Number of Shares
24,494.00
Current Holdings Value*
$7.10 Mil
% of Portfolio
2.44%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
15.83%

LEE JOHNSON CAPITAL MANAGEMENT, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, LEE JOHNSON CAPITAL MANAGEMENT, LLC held 24,494.00 shares of JPMorgan Chase & Co(JPM), totaling $7.10 Mil. This investment constitutes 2.44% of their stock portfolio, and LEE JOHNSON CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2021Q4. And since then LEE JOHNSON CAPITAL MANAGEMENT, LLC has made 5 purchases of JPM, at an average price of $201.13, for a total of 38,016.00 shares. In addition, there have been 2 sales at an average price of $127.36 for 13,522.00 shares. Based on historical transaction data and JPM's current price of $291.27, LEE JOHNSON CAPITAL MANAGEMENT, LLC's estimated gain on his JPM holdings is $1.21 Mil, reflecting a 15.83% gain to date.

LEE JOHNSON CAPITAL MANAGEMENT, LLC JPM ($291.27) Holding Chart

LEE JOHNSON CAPITAL MANAGEMENT, 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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