Baker Avenue Asset Management, LP
Position in JPM — Jpmorgan Chase & Co
CIK 1432529
SAN FRANCISCO, CA
Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$72,581,499
+$10,183,986 QoQ
Shares Held
221,738
+4.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#489
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $114,134,054 across 6 Banks - Diversified names. JPM ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
221,738 | $72,581,499 | |
| 2 | UBS |
UBS Group AG
|
524,274 | $25,983,019 | |
| 3 | C |
Citigroup Inc
|
54,146 | $7,578,274 | |
| 4 | BAC |
Bank Of America Corp /De/
|
75,279 | $4,289,397 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
35,155 | $2,905,209 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,509 | $796,656 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,581,499 | 221,738 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $62,397,513 | 212,121 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $66,221,365 | 205,516 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $64,925,587 | 205,832 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $60,327,081 | 208,089 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $52,151,270 | 212,602 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $52,025,699 | 217,036 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,589,517 | 220,950 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $45,090,833 | 222,935 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $45,317,674 | 226,249 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $38,323,530 | 225,300 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $31,722,254 | 218,744 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $32,031,996 | 220,242 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $28,655,820 | 219,905 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $30,088,955 | 224,377 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,856,618 | 228,293 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,232,211 | 170,786 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $22,450,677 | 164,691 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,610,717 | 168,050 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $28,167,284 | 172,077 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $26,450,976 | 170,059 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $25,924,616 | 170,299 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $22,031,523 | 173,381 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $16,784,578 | 174,349 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $15,969,318 | 169,778 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,582,563 | 39,793 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||