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Baldwin Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Baldwin Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.2M Buy
86,040
+1,313
+2% +$408K 1.84% 13
2026
Q1 		$24.9M Sell
84,727
-11,094
-12% -$3.37M 1.81% 14
2025
Q4 		$30.9M Buy
95,821
+3,230
+3% +$1M 1.97% 13
2025
Q3 		$29.2M Sell
92,591
-1,743
-2% -$518K 1.9% 14
2025
Q2 		$27.3M Buy
94,334
+288
+0.3% +$73.5K 1.86% 14
2025
Q1 		$23.1M Buy
94,046
+241
+0.3% +$61.4K 1.62% 16
2024
Q4 		$22.5M Buy
93,805
+3,398
+4% +$791K 1.55% 17
2024
Q3 		$19.1M Buy
90,407
+4,650
+5% +$979K 1.3% 23
2024
Q2 		$17.3M Sell
85,757
-7,877
-8% -$1.54M 1.35% 21
2024
Q1 		$18.8M Sell
93,634
-732
-0.8% -$132K 1.41% 20
2023
Q4 		$16.1M Buy
94,366
+25,049
+36% +$3.8M 1.26% 23
2023
Q3 		$10.1M Buy
69,317
+51
+0.1% +$7.64K 0.87% 40
2023
Q2 		$10.1M Buy
69,266
+6,517
+10% +$896K 0.83% 42
2023
Q1 		$8.18M Buy
62,749
+824
+1% +$113K 0.71% 45
2022
Q4 		$8.3M Buy
61,925
+382
+0.6% +$48.4K 0.75% 44
2022
Q3 		$6.43M Sell
61,543
-2,506
-4% -$288K 0.89% 31
2022
Q2 		$7.21M Buy
64,049
+4,839
+8% +$600K 0.94% 32
2022
Q1 		$8.07M Buy
59,210
+6,602
+13% +$975K 0.86% 34
2021
Q4 		$8.33M Buy
52,608
+1,510
+3% +$248K 0.83% 37
2021
Q3 		$8.36M Buy
51,098
+9,268
+22% +$1.45M 0.93% 34
2021
Q2 		$6.51M Buy
41,830
+20,373
+95% +$3.2M 0.71% 40
2021
Q1 		$3.27M Buy
21,457
+1,668
+8% +$240K 0.39% 47
2020
Q4 		$2.52M Sell
19,789
-559
-3% -$62.5K 0.32% 52
2020
Q3 		$1.96M Sell
20,348
-55
-0.3% -$5.4K 0.27% 57
2020
Q2 		$1.92M Hold
20,403
– – 0.28% 61
2020
Q1 		$1.84M Sell
20,403
-2,774
-12% -$337K 0.32% 58
2019
Q4 		$3.23M Sell
23,177
-35
-0.2% -$4.49K 0.45% 55
2019
Q3 		$2.73M Hold
23,212
– – 0.41% 56
2019
Q2 		$2.6M Sell
23,212
-15
-0.1% -$1.65K 0.38% 55
2019
Q1 		$2.35M Buy
23,227
+20
+0.1% +$2.06K 0.35% 56
2018
Q4 		$2.27M Sell
23,207
-100
-0.4% -$10.7K 0.38% 53
2018
Q3 		$2.63M Buy
23,307
+3,986
+21% +$452K 0.37% 56
2018
Q2 		$2.01M Buy
19,321
+275
+1% +$30.2K 0.31% 58
2018
Q1 		$2.09M Buy
19,046
+292
+2% +$33.1K 0.34% 58
2017
Q4 		$2.01M Sell
18,754
-4
-0% -$405 0.31% 61
2017
Q3 		$1.79M Sell
18,758
-666
-3% -$61.4K 0.29% 58
2017
Q2 		$1.77M Sell
19,424
-8,020
-29% -$692K 0.29% 58
2017
Q1 		$2.41M Buy
27,444
+230
+0.8% +$20.3K 0.4% 51
2016
Q4 		$2.35M Buy
27,214
+371
+1% +$28.3K 0.42% 45
2016
Q3 		$1.79M Sell
26,843
-24
-0.1% -$1.56K 0.32% 50
2016
Q2 		$1.67M Sell
26,867
-28,787
-52% -$1.8M 0.34% 49
2016
Q1 		$3.3M Sell
55,654
-15,172
-21% -$886K 0.59% 41
2015
Q4 		$4.68M Sell
70,826
-1,139
-2% -$74.2K 0.76% 41
2015
Q3 		$4.39M Buy
71,965
+20,021
+39% +$1.31M 0.74% 41
2015
Q2 		$3.52M Buy
51,944
+15,893
+44% +$1.04M 0.52% 53
2015
Q1 		$2.18M Sell
36,051
-134,788
-79% -$7.98M 0.32% 74
2014
Q4 		$10.7M Sell
170,839
-13,562
-7% -$816K 1.55% 21
2014
Q3 		$11.1M Buy
184,401
+7,804
+4% +$456K 1.58% 16
2014
Q2 		$10.2M Buy
176,597
+34,419
+24% +$1.94M 1.51% 18
2014
Q1 		$8.63M Sell
142,178
-348
-0.2% -$20.1K 1.39% 26
2013
Q4 		$8.34M Buy
142,526
+7,975
+6% +$437K 1.34% 26
2013
Q3 		$6.96M Buy
134,551
+57,284
+74% +$3.07M 1.27% 27
2013
Q2 		$4.08M Buy
+77,267
New +$3.93M 0.81% 44

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Baldwin Wealth Partners's JPM Position: Q2 2026 in Review

Baldwin Wealth Partners increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $408K and bringing the position to 86,040 shares worth $28.2M. The position accounts for 1.84% of the portfolio, ranked #13.

Baldwin Wealth Partners first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.9M in Q4 2025. 2,434 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Baldwin Wealth Partners held 86,040 shares of JPMorgan Chase worth $28.2M as of Q2 2026.
  • Baldwin Wealth Partners bought 1,313 JPMorgan Chase shares in Q2 2026, an estimated $408K.
  • JPMorgan Chase made up 1.84% of Baldwin Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Baldwin Wealth Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's JPMorgan Chase position peaked at $30.9M in Q4 2025.
  • 2,434 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.