Baugh & Associates, LLC
- SEC CIK
- 0001730818
- Latest filing
- Jul 10, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Baugh & Associates, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2026 holdings
- Shares (Q2 2026)
- 29,322
- Value
- $9.60M
- % of portfolio
- 4.2%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 29,322 | $9.60M | 4.2% | −2,010−6.4% | Reduced | Holders |
| Q1 2026 | 31,332 | $9.22M | 4.0% | −180−0.6% | Reduced | Holders |
| Q4 2025 | 31,512 | $9.56M | 4.7% | −993−3.1% | Reduced | Holders |
| Q3 2025 | 32,505 | $9.52M | 4.7% | −1,088−3.2% | Reduced | Holders |
| Q2 2025 | 33,593 | $9.10M | 4.7% | −1,663−4.7% | Reduced | Holders |
| Q1 2025 | 35,256 | $8.42M | 4.3% | −97−0.3% | Reduced | Holders |
| Q4 2024 | 35,353 | $8.30M | 4.3% | −49−0.1% | Reduced | Holders |
| Q3 2024 | 35,402 | $7.24M | 3.7% | +515+1.5% | Added | Holders |
| Q2 2024 | 34,887 | $7.40M | 3.8% | −1,735−4.7% | Reduced | Holders |
| Q1 2024 | 36,622 | $7.34M | 3.9% | +300+0.8% | Added | Holders |
| Q4 2023 | 36,322 | $6.18M | 3.6% | −420−1.1% | Reduced | Holders |
| Q3 2023 | 36,742 | $5.33M | 3.3% | −64−0.2% | Reduced | Holders |
| Q2 2023 | 36,806 | $5.35M | 3.2% | +556+1.5% | Added | Holders |
| Q1 2023 | 36,250 | $4.82M | 3.1% | +434+1.2% | Added | Holders |
| Q4 2022 | 35,816 | $4.80M | 3.1% | −46−0.1% | Reduced | Holders |
| Q3 2022 | 35,862 | $3.75M | 2.7% | −47−0.1% | Reduced | Holders |
| Q2 2022 | 35,909 | $4.04M | 2.7% | −402−1.1% | Reduced | Holders |
| Q1 2022 | 36,311 | $4.95M | 2.9% | +560+1.6% | Added | Holders |
| Q4 2021 | 35,751 | $5.66M | 3.1% | −20−0.1% | Reduced | Holders |
| Q3 2021 | 35,771 | $5.86M | 3.6% | −45−0.1% | Reduced | Holders |
| Q2 2021 | 35,816 | $5.57M | 3.5% | −390−1.1% | Reduced | Holders |
| Q1 2021 | 36,206 | $5.51M | 3.6% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.