SEC 13F Intelligence

Baker Avenue Asset Management, LP / JPM

Baker Avenue Asset Management, LP’s Jpmorgan Chase & Co Position

Does Baker Avenue Asset Management, LP own Jpmorgan Chase & Co (JPM)? Yes — 212.1K shares worth $62M (+1.41% of its 13F portfolio) as of Q1 2026, up from 205.5K shares the prior filed quarter.

Position Value
$62M
Q1 2026
Shares
212.1K
% of Portfolio
+1.41%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $16MQ3 ’20: $17MQ4 ’20: $22MQ4 ’20Q1 ’21: $26MQ2 ’21: $26MQ3 ’21: $28MQ4 ’21: $27MQ4 ’21Q1 ’22: $22MQ2 ’22: $19MQ3 ’22: $24MQ4 ’22: $30MQ4 ’22Q1 ’23: $29MQ2 ’23: $32MQ3 ’23: $32MQ4 ’23: $38MQ4 ’23Q1 ’24: $45MQ2 ’24: $45MQ3 ’24: $47MQ4 ’24: $52MQ4 ’24Q1 ’25: $52MQ2 ’25: $60MQ3 ’25: $65MQ4 ’25: $66MQ4 ’25Q1 ’26: $62Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026212.1K$62M+1.41%
Q4 2025205.5K$66M+1.53%
Q3 2025205.8K$65M+1.55%
Q2 2025208.1K$60M+1.72%
Q1 2025212.6K$52M+1.63%
Q4 2024217.0K$52M+1.59%
Q3 2024220.9K$47M+1.48%
Q2 2024222.9K$45M+1.54%
Q1 2024226.2K$45M+1.78%
Q4 2023225.3K$38M+1.68%
Q3 2023218.7K$32M+1.59%
Q2 2023220.2K$32M+1.61%
Q1 2023219.9K$29M+1.55%
Q4 2022224.4K$30M+1.80%
Q3 2022228.3K$24M+1.50%
Q2 2022170.8K$19M+1.27%
Q1 2022164.7K$22M+1.15%
Q4 2021168.1K$27M+1.33%
Q3 2021172.1K$28M+1.61%
Q2 2021170.1K$26M+1.50%
Q1 2021170.3K$26M+1.59%
Q4 2020173.4K$22M+1.50%
Q3 2020174.3K$17M+1.29%
Q2 2020169.8K$16M+1.32%
Q1 202039.8K$4M+0.43%
Q4 201938.7K$5M+0.39%
Q3 201951.0K$6M+0.48%
Q2 201950.1K$6M+0.45%
Q1 201951.2K$5M+0.43%
Q4 201852.4K$5M+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baker Avenue Asset Management, LP’s full portfolio or all institutional holders of JPM.