Baldwin Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20M | Buy |
61,191
+13,017
| +27% | +$4.04M | 1.94% | 6 |
|
|
2026
Q1 | $14.2M | Buy |
48,174
+60
| +0.1% | +$18.2K | 1.66% | 6 |
|
|
2025
Q4 | $15.5M | Sell |
48,114
-675
| -1% | -$209K | 1.75% | 7 |
|
|
2025
Q3 | $15.4M | Sell |
48,789
-177
| -0.4% | -$52.6K | 1.76% | 6 |
|
|
2025
Q2 | $14.2M | Sell |
48,966
-370
| -0.7% | -$94.4K | 1.71% | 6 |
|
|
2025
Q1 | $12.1M | Buy |
49,336
+2,154
| +5% | +$549K | 1.45% | 6 |
|
|
2024
Q4 | $11.3M | Sell |
47,182
-4,740
| -9% | -$1.1M | 1.47% | 6 |
|
|
2024
Q3 | $10.9M | Sell |
51,922
-860
| -2% | -$181K | 1.37% | 6 |
|
|
2024
Q2 | $10.7M | Sell |
52,782
-175
| -0.3% | -$34.2K | 1.46% | 7 |
|
|
2024
Q1 | $10.6M | Buy |
52,957
+2,972
| +6% | +$536K | 1.44% | 5 |
|
|
2023
Q4 | $8.5M | Sell |
49,985
-190
| -0.4% | -$28.8K | 1.33% | 5 |
|
|
2023
Q3 | $7.28M | Sell |
50,175
-816
| -2% | -$122K | 1.22% | 4 |
|
|
2023
Q2 | $7.42M | Buy |
50,991
+311
| +0.6% | +$42.8K | 1.22% | 4 |
|
|
2023
Q1 | $6.6M | Buy |
50,680
+863
| +2% | +$118K | 1.17% | 4 |
|
|
2022
Q4 | $6.68M | Buy |
49,817
+446
| +0.9% | +$56.5K | 1.21% | 4 |
|
|
2022
Q3 | $5.16K | Sell |
49,371
-991
| -2% | -$114K | 1.05% | 5 |
|
|
2022
Q2 | $5.67K | Sell |
50,362
-1,586
| -3% | -$197K | 1.08% | 5 |
|
|
2022
Q1 | $7.08K | Buy |
51,948
+674
| +1% | +$99.5K | 1.07% | 4 |
|
|
2021
Q4 | $8.12K | Sell |
51,274
-1,145
| -2% | -$188K | 1.27% | 4 |
|
|
2021
Q3 | $8.58M | Sell |
52,419
-263
| -0.5% | -$41.2K | 1.49% | 4 |
|
|
2021
Q2 | $8.19M | Sell |
52,682
-501
| -0.9% | -$78.7K | 1.39% | 4 |
|
|
2021
Q1 | $8.1M | Buy |
53,183
+807
| +2% | +$116K | 1.48% | 4 |
|
|
2020
Q4 | $6.66M | Buy |
52,376
+4,620
| +10% | +$516K | 1.32% | 4 |
|
|
2020
Q3 | $4.6M | Buy |
47,756
+16,315
| +52% | +$1.6M | 1.08% | 5 |
|
|
2020
Q2 | $2.96M | Buy |
31,441
+76
| +0.2% | +$7.21K | 0.93% | 8 |
|
|
2020
Q1 | $2.82M | Sell |
31,365
-100
| -0.3% | -$12.1K | 0.97% | 5 |
|
|
2019
Q4 | $4.39M | Buy |
31,465
+500
| +2% | +$64.1K | 1.17% | 4 |
|
|
2019
Q3 | $3.64M | Buy |
30,965
+124
| +0.4% | +$14K | 1.06% | 4 |
|
|
2019
Q2 | $3.45M | Sell |
30,841
-90
| -0.3% | -$9.92K | 1% | 4 |
|
|
2019
Q1 | $3.13M | Buy |
30,931
+725
| +2% | +$74.7K | 0.94% | 7 |
|
|
2018
Q4 | $2.95M | Buy |
30,206
+1,100
| +4% | +$117K | 0.94% | 4 |
|
|
2018
Q3 | $3.28M | Sell |
29,106
-600
| -2% | -$68.1K | 0.94% | 7 |
|
|
2018
Q2 | $3.1M | Buy |
29,706
+9,475
| +47% | +$1.04M | 0.97% | 4 |
|
|
2018
Q1 | $2.23M | Sell |
20,231
-350
| -2% | -$39.6K | 0.8% | 7 |
|
|
2017
Q4 | $2.2M | Sell |
20,581
-150
| -0.7% | -$15.2K | 0.78% | 7 |
|
|
2017
Q3 | $1.98M | Buy |
20,731
+350
| +2% | +$32.3K | 0.75% | 9 |
|
|
2017
Q2 | $1.86M | Sell |
20,381
-875
| -4% | -$75.5K | 0.75% | 10 |
|
|
2017
Q1 | $1.87M | Buy |
21,256
+125
| +0.6% | +$11K | 0.72% | 11 |
|
|
2016
Q4 | $1.82M | Sell |
21,131
-450
| -2% | -$34.3K | 0.72% | 11 |
|
|
2016
Q3 | $1.44M | Sell |
21,581
-1,200
| -5% | -$78.2K | 0.61% | 19 |
|
|
2016
Q2 | $1.42M | Buy |
22,781
+175
| +0.8% | +$10.9K | 0.61% | 20 |
|
|
2016
Q1 | $1.34M | Buy |
22,606
+2,653
| +13% | +$155K | 0.58% | 22 |
|
|
2015
Q4 | $1.32M | Buy |
19,953
+322
| +2% | +$21K | 0.59% | 21 |
|
|
2015
Q3 | $1.2M | Buy |
19,631
+165
| +0.8% | +$10.8K | 0.53% | 26 |
|
|
2015
Q2 | $1.32M | Buy |
19,466
+2,350
| +14% | +$153K | 0.55% | 27 |
|
|
2015
Q1 | $1.04M | Buy |
17,116
+375
| +2% | +$22.2K | 0.41% | 39 |
|
|
2014
Q4 | $1.05M | Hold |
16,741
| – | – | 0.41% | 38 |
|
|
2014
Q3 | $1.01M | Buy |
16,741
+200
| +1% | +$11.7K | 0.41% | 37 |
|
|
2014
Q2 | $953K | Sell |
16,541
-600
| -4% | -$33.7K | 0.41% | 39 |
|
|
2014
Q1 | $1.04M | Buy |
17,141
+200
| +1% | +$11.6K | 0.46% | 30 |
|
|
2013
Q4 | $991K | Buy |
16,941
+200
| +1% | +$11K | 0.45% | 30 |
|
|
2013
Q3 | $865K | Hold |
16,741
| – | – | 0.42% | 35 |
|
|
2013
Q2 | $884K | Buy |
+16,741
| New | +$851K | 0.44% | 34 |
|
Other funds holding JPM
Baldwin Investment Management's JPM Position: Q2 2026 in Review
Baldwin Investment Management increased its JPMorgan Chase (JPM) stake by 27% in Q2 2026, buying an estimated $4.04M and bringing the position to 61,191 shares worth $20M. The position accounts for 1.94% of the portfolio, ranked #6.
Baldwin Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Baldwin Investment Management held 61,191 shares of JPMorgan Chase worth $20M as of Q2 2026.
- Baldwin Investment Management bought 13,017 JPMorgan Chase shares in Q2 2026, an estimated $4.04M.
- JPMorgan Chase made up 1.94% of Baldwin Investment Management's portfolio in Q2 2026, its #6 holding.
- Baldwin Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.