JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBaugh & Associates, LLC
Latest Disclosed Ownership31,332 shares
Latest Disclosed Value $ 9,216,660
Baugh & Associates, LLC reports 0.57% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Baugh & Associates, LLC filed a 13F-HR form disclosing ownership of 31,332 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,216,660 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 31,512 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.57% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 31,332 -180 -0.57 9,217 -3.59 3.9805
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 31,512 -993 -3.05 9,559 0.38 4.7005
2025-10-27 2025-09-30 13F JPMORGAN CHASE COM 46625H100 32,505 -1,088 -3.24 9,524 4.66 4.7339
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 33,593 -1,663 -4.72 9,099 8.05 4.7408
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 35,256 -97 -0.27 8,421 1.52 4.2606
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 35,353 -49 -0.14 8,296 14.54 4.2998
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 35,402 515 1.48 7,242 -2.15 3.7291
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 34,887 -1,735 -4.74 7,401 0.90 3.8412
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 36,622 300 0.83 7,335 18.73 3.9034
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 36,322 -420 -1.14 6,178 15.95 3.5513
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 36,742 -64 -0.17 5,328 -0.47 3.3325
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 36,806 556 1.53 5,353 11.06 3.2231
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 36,250 434 1.21 4,821 0.35 3.0805
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 35,816 -46 -0.13 4,803 28.15 3.1113
2022-10-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 35,862 -47 -0.13 3,748 -7.32 2.6517
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 35,909 -402 -1.11 4,044 -18.30 2.7216
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 36,311 560 1.57 4,950 -12.56 2.9098
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 35,751 -20 -0.06 5,661 -3.31 3.1273
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 35,771 -45 -0.13 5,855 5.10 3.5842
2021-07-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 35,816 -390 -1.08 5,571 1.07 3.4558
2021-04-16 2021-03-31 13F JPMORGAN CHASE COM 46625H100 36,206 -14 -0.04 5,512 19.77 3.6395
2021-01-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 36,220 -510 -1.39 4,602 30.15 3.2807
2020-10-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 36,730 -370 -1.00 3,536 1.32 2.7749
2020-07-09 2020-06-30 13F JPMORGAN CHASE COM 46625H100 37,100 4,062 12.29 3,490 17.35 2.7847
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 33,038 -1,135 -3.32 2,974 -37.57 2.8747
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 34,173 -1,035 -2.94 4,764 14.96 3.4775
2019-10-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 35,208 -120 -0.34 4,144 4.91 3.2112
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 35,328 -480 -1.34 3,950 8.97 3.1308
2019-04-05 2019-03-31 13F JPMORGAN CHASE COM 46625H100 35,808 533 1.51 3,625 5.26 2.9044
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 35,275 -150 -0.42 3,444 -13.84 2.9665
2018-11-02 2018-09-30 13F JPMORGAN CHASE COM 46625H100 35,425 150 0.43 3,997 8.73 3.1956
2018-07-27 2018-06-30 13F JPMORGAN CHASE COM 46625H100 35,275 -3,301 -8.56 3,676 -13.34 3.2072
2018-04-25 2018-03-31 13F JPMORGAN CHASE COM 46625H100 38,576 -125 -0.32 4,242 2.49 3.4193
2018-02-08 2017-12-31 13F JPMORGAN CHASE COM 46625H100 38,701 38,701 4,139 3.4907
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.