JP Morgan Chase
BWIN

JP Morgan Chase’s Baldwin Insurance Group BWIN Stock Holding History

JP Morgan Chase’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Sell
410,190
-13,948
-3% -$302K ﹤0.01% 2725
2026
Q1 		$9.34M Sell
424,138
-898,894
-68% -$19.4M ﹤0.01% 2751
2025
Q4 		$31.8M Sell
1,323,032
-191,083
-13% -$4.87M ﹤0.01% 1679
2025
Q3 		$42.7M Buy
1,514,115
+158,199
+12% +$5.49M ﹤0.01% 1512
2025
Q2 		$58M Sell
1,355,916
-206,552
-13% -$8.38M ﹤0.01% 1247
2025
Q1 		$69.8M Sell
1,562,468
-111,476
-7% -$4.54M 0.01% 1126
2024
Q4 		$64.9M Buy
1,673,944
+438,076
+35% +$20.4M ﹤0.01% 1163
2024
Q3 		$61.5M Buy
1,235,868
+1,175,484
+1,947% +$51.1M ﹤0.01% 1197
2024
Q2 		$2.14M Sell
60,384
-21,628
-26% -$669K ﹤0.01% 3729
2024
Q1 		$2.37M Sell
82,012
-32,154
-28% -$845K ﹤0.01% 3715
2023
Q4 		$2.74M Sell
114,166
-56,438
-33% -$1.2M ﹤0.01% 3588
2023
Q3 		$3.96M Sell
170,604
-13,334
-7% -$334K ﹤0.01% 3006
2023
Q2 		$4.56M Buy
183,938
+3,326
+2% +$78.8K ﹤0.01% 2935
2023
Q1 		$4.6M Buy
180,612
+11,801
+7% +$328K ﹤0.01% 2888
2022
Q4 		$4.24M Buy
168,811
+98,861
+141% +$2.72M ﹤0.01% 2971
2022
Q3 		$1.84M Sell
69,950
-229
-0.3% -$6.52K ﹤0.01% 3544
2022
Q2 		$1.69M Buy
70,179
+31,908
+83% +$776K ﹤0.01% 3678
2022
Q1 		$1.03M Sell
38,271
-25,514
-40% -$735K ﹤0.01% 4243
2021
Q4 		$2.3M Buy
63,785
+11,015
+21% +$407K ﹤0.01% 3745
2021
Q3 		$1.76M Sell
52,770
-3,416
-6% -$107K ﹤0.01% 3888
2021
Q2 		$1.5M Buy
56,186
+2,245
+4% +$60.9K ﹤0.01% 4003
2021
Q1 		$1.47M Buy
53,941
+31,482
+140% +$856K ﹤0.01% 3941
2020
Q4 		$673K Buy
22,459
+9,680
+76% +$280K ﹤0.01% 4203
2020
Q3 		$323K Sell
12,779
-2,219,590
-99% -$48.1M ﹤0.01% 4170
2020
Q2 		$38.6M Buy
2,232,369
+2,202,288
+7,321% +$26.6M 0.01% 1012
2020
Q1 		$317K Buy
30,081
+10,235
+52% +$156K ﹤0.01% 4064
2019
Q4 		$319K Buy
+19,846
New +$317K ﹤0.01% 4480

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase's BWIN Position: Q2 2026 in Review

JP Morgan Chase reduced its Baldwin Insurance Group (BWIN) stake by 3.3% in Q2 2026, selling an estimated $302K and leaving 410,190 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

JP Morgan Chase first reported a position in BWIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $69.8M in Q1 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • JP Morgan Chase held 410,190 shares of Baldwin Insurance Group worth $10.9M as of Q2 2026.
  • JP Morgan Chase sold 13,948 Baldwin Insurance Group shares in Q2 2026, an estimated $302K.
  • Baldwin Insurance Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2725 holding.
  • JP Morgan Chase first reported a position in Baldwin Insurance Group in Q4 2019 and has held it in 27 quarters since.
  • JP Morgan Chase's Baldwin Insurance Group position peaked at $69.8M in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.