BIM
Baldwin Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
48,966
-370
| -0.7% | -$107K | 1.71% | 6 |
|
|
2025
Q1 | $12.1M | Buy |
49,336
+2,154
| +5% | +$528K | 1.45% | 6 |
|
|
2024
Q4 | $11.3M | Sell |
47,182
-4,740
| -9% | -$1.14M | 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% | -$35.4K | 1.46% | 7 |
|
|
2024
Q1 | $10.6M | Buy |
52,957
+2,972
| +6% | +$595K | 1.44% | 5 |
|
|
2023
Q4 | $8.5M | Sell |
49,985
-190
| -0.4% | -$32.3K | 1.33% | 5 |
|
|
2023
Q3 | $7.28M | Sell |
50,175
-816
| -2% | -$118K | 1.22% | 4 |
|
|
2023
Q2 | $7.42M | Buy |
50,991
+311
| +0.6% | +$45.2K | 1.22% | 4 |
|
|
2023
Q1 | $6.6M | Buy |
50,680
+863
| +2% | +$112K | 1.17% | 4 |
|
|
2022
Q4 | $6.68M | Buy |
49,817
+446
| +0.9% | +$59.8K | 1.21% | 4 |
|
|
2022
Q3 | $5.16K | Sell |
49,371
-991
| -2% | -$104 | 1.05% | 5 |
|
|
2022
Q2 | $5.67K | Sell |
50,362
-1,586
| -3% | -$179 | 1.08% | 5 |
|
|
2022
Q1 | $7.08K | Buy |
51,948
+674
| +1% | +$92 | 1.07% | 4 |
|
|
2021
Q4 | $8.12K | Sell |
51,274
-1,145
| -2% | -$181 | 1.27% | 4 |
|
|
2021
Q3 | $8.58M | Sell |
52,419
-263
| -0.5% | -$43K | 1.49% | 4 |
|
|
2021
Q2 | $8.19M | Sell |
52,682
-501
| -0.9% | -$77.9K | 1.39% | 4 |
|
|
2021
Q1 | $8.1M | Buy |
53,183
+807
| +2% | +$123K | 1.48% | 4 |
|
|
2020
Q4 | $6.66M | Buy |
52,376
+4,620
| +10% | +$587K | 1.32% | 4 |
|
|
2020
Q3 | $4.6M | Buy |
47,756
+16,315
| +52% | +$1.57M | 1.08% | 5 |
|
|
2020
Q2 | $2.96M | Buy |
31,441
+76
| +0.2% | +$7.15K | 0.93% | 8 |
|
|
2020
Q1 | $2.82M | Sell |
31,365
-100
| -0.3% | -$9K | 0.97% | 5 |
|
|
2019
Q4 | $4.39M | Buy |
31,465
+500
| +2% | +$69.7K | 1.17% | 4 |
|
|
2019
Q3 | $3.64M | Buy |
30,965
+124
| +0.4% | +$14.6K | 1.06% | 4 |
|
|
2019
Q2 | $3.45M | Sell |
30,841
-90
| -0.3% | -$10.1K | 1% | 4 |
|
|
2019
Q1 | $3.13M | Buy |
30,931
+725
| +2% | +$73.4K | 0.94% | 7 |
|
|
2018
Q4 | $2.95M | Buy |
30,206
+1,100
| +4% | +$107K | 0.94% | 4 |
|
|
2018
Q3 | $3.28M | Sell |
29,106
-600
| -2% | -$67.7K | 0.94% | 7 |
|
|
2018
Q2 | $3.1M | Buy |
29,706
+9,475
| +47% | +$987K | 0.97% | 4 |
|
|
2018
Q1 | $2.23M | Sell |
20,231
-350
| -2% | -$38.5K | 0.8% | 7 |
|
|
2017
Q4 | $2.2M | Sell |
20,581
-150
| -0.7% | -$16K | 0.78% | 7 |
|
|
2017
Q3 | $1.98M | Buy |
20,731
+350
| +2% | +$33.4K | 0.75% | 9 |
|
|
2017
Q2 | $1.86M | Sell |
20,381
-875
| -4% | -$80K | 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% | -$38.8K | 0.72% | 11 |
|
|
2016
Q3 | $1.44M | Sell |
21,581
-1,200
| -5% | -$79.9K | 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% | +$157K | 0.58% | 22 |
|
|
2015
Q4 | $1.32M | Buy |
19,953
+322
| +2% | +$21.3K | 0.59% | 21 |
|
|
2015
Q3 | $1.2M | Buy |
19,631
+165
| +0.8% | +$10.1K | 0.53% | 26 |
|
|
2015
Q2 | $1.32M | Buy |
19,466
+2,350
| +14% | +$159K | 0.55% | 27 |
|
|
2015
Q1 | $1.04M | Buy |
17,116
+375
| +2% | +$22.7K | 0.41% | 39 |
|
|
2014
Q4 | $1.05M | Hold |
16,741
| – | – | 0.41% | 38 |
|
|
2014
Q3 | $1.01M | Buy |
16,741
+200
| +1% | +$12K | 0.41% | 37 |
|
|
2014
Q2 | $953K | Sell |
16,541
-600
| -4% | -$34.6K | 0.41% | 39 |
|
|
2014
Q1 | $1.04M | Buy |
17,141
+200
| +1% | +$12.1K | 0.46% | 30 |
|
|
2013
Q4 | $991K | Buy |
16,941
+200
| +1% | +$11.7K | 0.45% | 30 |
|
|
2013
Q3 | $865K | Hold |
16,741
| – | – | 0.42% | 35 |
|
|
2013
Q2 | $884K | Buy |
+16,741
| New | +$884K | 0.44% | 34 |
|