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 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