Baker Ellis Asset Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1365559 Vancouver, WA

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$17,921,317

+$1,638,091 QoQ

Shares Held

54,750

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.31%

of 13F equity value

Holder Rank

#1,065

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Baker Ellis Asset Management LLC holds $21,671,946 across 4 Banks - Diversified names. JPM ranks #1 (82.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	54,750	$17,921,317
2	UBS	UBS Group AG	36,350	$1,801,506
3	BAC	Bank Of America Corp /De/	20,505	$1,168,374
4	BNY	Bank of New York Mellon Corp	5,399	$780,749

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,921,317	54,750	-1.1%	Shares	Sole	2026-07-23
2026-03-31	$16,283,226	55,355	-0.1%	Shares	Sole	2026-04-17
2025-12-31	$17,850,988	55,400	+0.9%	Shares	Sole	2026-01-21
2025-09-30	$17,325,308	54,926	+5.5%	Shares	Sole	2025-10-23
2025-06-30	$15,099,382	52,083	-0.1%	Shares	Sole	2025-07-08
2025-03-31	$12,783,073	52,112	+0.5%	Shares	Sole	2025-04-15
2024-12-31	$12,433,757	51,870	-0.2%	Shares	Sole	2025-01-17
2024-09-30	$10,960,924	51,982	-1.5%	Shares	Sole	2024-10-15
2024-06-30	$10,671,642	52,762	-0.3%	Shares	Sole	2024-07-09
2024-03-31	$10,600,276	52,922	+1.2%	Shares	Sole	2024-04-17
2023-12-31	$8,895,719	52,297	+2.9%	Shares	Sole	2024-01-23
2023-09-30	$7,373,686	50,846	+0.6%	Shares	Sole	2023-10-24
2023-06-30	$7,347,774	50,521	+0.6%	Shares	Sole	2023-08-09
2023-03-31	$6,545,601	50,231	-1.2%	Shares	Sole	2023-05-08
2022-12-31	$6,819,387	50,853	+5.2%	Shares	Sole	2023-02-09
2022-09-30	$5,051,843	48,343	+4.3%	Shares	Sole	2022-11-14
2022-06-30	$5,219,360	46,349	+3.1%	Shares	Sole	2022-07-22
2022-03-31	$6,125,675	44,936	+6.0%	Shares	Sole	2022-05-04
2021-12-31	$6,714,515	42,403	+0.5%	Shares	Sole	2022-01-27
2021-09-30	$6,908,045	42,202	-1.5%	Shares	Sole	2021-10-15
2021-06-30	$6,664,889	42,850	+2.5%	Shares	Sole	2021-08-10
2021-03-31	$6,361,691	41,790	+1.3%	Shares	Sole	2021-04-28
2020-12-31	$5,239,604	41,234	+0.9%	Shares	Sole	2021-02-04
2020-09-30	$3,935,421	40,879	+4.2%	Shares	Sole	2020-11-13
2020-06-30	$3,691,572	39,247	+1.4%	Shares	Sole	2020-08-13
2020-03-31	$3,486,141	38,722	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.