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Disclosery

Baugh & Associates, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baugh & Associates, LLC on JPM, newest first. How the timeline and the estimate are built.

Baugh & Associates, LLC held 29,322 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,322 shares
    Change vs previous 13F -2,010 shares

    4.25% of the 13F portfolio, value $9,597,866.

    13F-HR 0001730818-26-000003 filed by Baugh & Associates, LLC
    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 31,332 shares
    Change vs previous 13F -180 shares

    3.98% of the 13F portfolio, value $9,216,660.

    13F-HR 0001730818-26-000002 filed by Baugh & Associates, LLC
    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 31,512 shares
    Change vs previous 13F -993 shares

    4.7% of the 13F portfolio, value $9,559,198.

    13F-HR 0001730818-26-000001 filed by Baugh & Associates, LLC
    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 32,505 shares
    Change vs previous 13F -1,088 shares

    4.73% of the 13F portfolio, value $9,523,993.

    13F-HR 0001730818-25-000004 filed by Baugh & Associates, LLC
    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 33,593 shares
    Change vs previous 13F -1,663 shares

    4.74% of the 13F portfolio, value $9,099,313.

    13F-HR 0001085146-25-003767 filed by Baugh & Associates, LLC
    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 35,256 shares
    Change vs previous 13F -97 shares

    4.26% of the 13F portfolio, value $8,421,071.

    13F-HR 0001085146-25-002292 filed by Baugh & Associates, LLC
    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 35,353 shares
    Change vs previous 13F -49 shares

    4.3% of the 13F portfolio, value $8,295,568.

    13F-HR 0001085146-25-000276 filed by Baugh & Associates, LLC
    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 35,402 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $7,242,292.

    13F-HR 0001085146-24-005244 filed by Baugh & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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