Ownership history in Baugh & Associates, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Baugh & Associates, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 31,512 | -993 | -3.1% | 4.70% | $9.6M | $320.77 |
| 2025 Q3 | REDUCED | 32,505 | -1,088 | -3.2% | 4.73% | $9.5M | $312.49 |
| 2025 Q2 | REDUCED | 33,593 | -1,663 | -4.7% | 4.74% | $9.1M | $285.83 |
| 2025 Q1 | REDUCED | 35,256 | -97 | -0.3% | 4.26% | $8.4M | $240.37 |
| 2024 Q4 | REDUCED | 35,353 | -49 | -0.1% | 4.30% | $8.3M | $233.69 |
| 2024 Q3 | ADDED | 35,402 | +515 | +1.5% | 3.73% | $7.2M | $204.31 |
| 2024 Q2 | REDUCED | 34,887 | -1,735 | -4.7% | 3.84% | $7.4M | $194.90 |
| 2024 Q1 | ADDED | 36,622 | +300 | +0.8% | 3.90% | $7.3M | $191.89 |
| 2023 Q4 | REDUCED | 36,322 | -420 | -1.1% | 3.55% | $6.2M | $161.96 |
| 2023 Q3 | REDUCED | 36,742 | -64 | -0.2% | 3.33% | $5.3M | $137.07 |
As of 2025 Q4 — sorted by position size