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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $11.3M | Sell |
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|
2024
Q3 | $10.9M | Sell |
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|
2024
Q2 | $10.7M | Sell |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $8.5M | Sell |
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|
2023
Q3 | $7.28M | Sell |
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|
2023
Q2 | $7.42M | Buy |
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|
2023
Q1 | $6.6M | Buy |
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|
2022
Q4 | $6.68M | Buy |
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|
2022
Q3 | $5.16K | Sell |
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|
2022
Q2 | $5.67K | Sell |
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|
2022
Q1 | $7.08K | Buy |
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|
2021
Q4 | $8.12K | Sell |
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|
2021
Q3 | $8.58M | Sell |
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|
2021
Q2 | $8.19M | Sell |
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|
2021
Q1 | $8.1M | Buy |
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|
2020
Q4 | $6.66M | Buy |
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|
2020
Q3 | $4.6M | Buy |
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|
2020
Q2 | $2.96M | Buy |
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|
2020
Q1 | $2.82M | Sell |
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|
2019
Q4 | $4.39M | Buy |
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|
2019
Q3 | $3.64M | Buy |
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|
2019
Q2 | $3.45M | Sell |
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|
2019
Q1 | $3.13M | Buy |
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|
2018
Q4 | $2.95M | Buy |
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|
2018
Q3 | $3.28M | Sell |
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|
2018
Q2 | $3.1M | Buy |
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|
2018
Q1 | $2.23M | Sell |
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|
2017
Q4 | $2.2M | Sell |
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|
2017
Q3 | $1.98M | Buy |
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|
2017
Q2 | $1.86M | Sell |
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|
2017
Q1 | $1.87M | Buy |
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|
2016
Q4 | $1.82M | Sell |
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|
2016
Q3 | $1.44M | Sell |
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|
2016
Q2 | $1.42M | Buy |
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|
2016
Q1 | $1.34M | Buy |
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|
2015
Q4 | $1.32M | Buy |
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|
2015
Q3 | $1.2M | Buy |
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|
2015
Q2 | $1.32M | Buy |
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|
2015
Q1 | $1.04M | Buy |
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|
2014
Q4 | $1.05M | Hold |
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|
2014
Q3 | $1.01M | Buy |
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|
2014
Q2 | $953K | Sell |
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|
2014
Q1 | $1.04M | Buy |
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|
2013
Q4 | $991K | Buy |
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|
2013
Q3 | $865K | Hold |
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|
2013
Q2 | $884K | Buy |
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