Skip to content
Disclosery

Baker Avenue Asset Management, LP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Avenue Asset Management, LP on JPM, newest first. How the timeline and the estimate are built.

Baker Avenue Asset Management, LP held 221,738 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,738 shares
    Change vs previous 13F +9,617 shares

    1.38% of the 13F portfolio, value $72,581,394.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 212,121 shares
    Change vs previous 13F +6,605 shares

    1.42% of the 13F portfolio, value $62,397,561.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 205,516 shares
    Change vs previous 13F -316 shares

    1.53% of the 13F portfolio, value $66,221,515.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 205,832 shares
    Change vs previous 13F -2,257 shares

    1.55% of the 13F portfolio, value $64,925,552.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 208,089 shares
    Change vs previous 13F -4,513 shares

    1.72% of the 13F portfolio, value $60,327,153.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 212,602 shares
    Change vs previous 13F -4,434 shares

    1.63% of the 13F portfolio, value $52,151,384.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 217,036 shares
    Change vs previous 13F -3,914 shares

    1.59% of the 13F portfolio, value $52,025,681.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 220,950 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $46,589,505.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).