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Baxter Bros Inc’s JPMorgan Chase JPM Stock Holding History

Baxter Bros Inc’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 		$25.2M Buy
76,917
+993
+1% +$308K 2.91% 9
2026
Q1 		$22.3M Sell
75,924
-2,081
-3% -$632K 2.76% 10
2025
Q4 		$25.1M Sell
78,005
-1,106
-1% -$342K 2.91% 9
2025
Q3 		$25M Buy
79,111
+2,846
+4% +$846K 2.88% 10
2025
Q2 		$22.1M Sell
76,265
-1,105
-1% -$282K 2.7% 11
2025
Q1 		$19M Sell
77,370
-1,037
-1% -$264K 2.5% 11
2024
Q4 		$18.8M Sell
78,407
-1,824
-2% -$425K 2.46% 13
2024
Q3 		$16.9M Sell
80,231
-9,157
-10% -$1.93M 2.2% 14
2024
Q2 		$18.1M Sell
89,388
-4,044
-4% -$791K 2.37% 13
2024
Q1 		$18.7M Sell
93,432
-1,273
-1% -$230K 2.4% 11
2023
Q4 		$16.1M Sell
94,705
-1,075
-1% -$163K 2.23% 11
2023
Q3 		$13.9M Sell
95,780
-4,774
-5% -$716K 2.11% 15
2023
Q2 		$14.6M Sell
100,554
-3,758
-4% -$517K 2.18% 12
2023
Q1 		$13.6M Sell
104,312
-750
-0.7% -$103K 2.14% 12
2022
Q4 		$14.1M Sell
105,062
-1,140
-1% -$144K 2.32% 12
2022
Q3 		$11.1M Buy
106,202
+849
+0.8% +$97.4K 1.97% 14
2022
Q2 		$11.9M Buy
105,353
+2,230
+2% +$276K 2.13% 12
2022
Q1 		$14.1M Buy
103,123
+148
+0.1% +$21.8K 2.11% 13
2021
Q4 		$16.3M Buy
102,975
+207
+0.2% +$34K 2.36% 12
2021
Q3 		$16.8M Buy
+102,768
New +$16.1M 2.69% 11

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Baxter Bros Inc's JPM Position: Q2 2026 in Review

Baxter Bros Inc increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $308K and bringing the position to 76,917 shares worth $25.2M. The position accounts for 2.91% of the portfolio, ranked #9.

Baxter Bros Inc first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Baxter Bros Inc held 76,917 shares of JPMorgan Chase worth $25.2M as of Q2 2026.
  • Baxter Bros Inc bought 993 JPMorgan Chase shares in Q2 2026, an estimated $308K.
  • JPMorgan Chase made up 2.91% of Baxter Bros Inc's portfolio in Q2 2026, its #9 holding.
  • Baxter Bros Inc first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Baxter Bros Inc's 13F filing for Q2 2026, filed 6 Aug 2026.