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Leigh Baldwin & Co’s JPMorgan Chase JPM Stock Holding History

Leigh Baldwin & Co’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 		$744K Buy
2,274
+15
+0.7% +$4.66K 0.4% 57
2026
Q1 		$665K Buy
2,259
+187
+9% +$56.8K 0.43% 53
2025
Q4 		$668K Sell
2,072
-572
-22% -$177K 0.44% 54
2025
Q3 		$834K Sell
2,644
-108
-4% -$32.1K 0.47% 55
2025
Q2 		$798K Buy
2,752
+168
+7% +$42.9K 0.52% 52
2025
Q1 		$634K Sell
2,584
-293
-10% -$74.7K 0.51% 50
2024
Q4 		$690K Buy
+2,877
New +$670K 0.58% 46

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Leigh Baldwin & Co's JPM Position: Q2 2026 in Review

Leigh Baldwin & Co increased its JPMorgan Chase (JPM) stake by 0.66% in Q2 2026, buying an estimated $4.66K and bringing the position to 2,274 shares worth $744K. The position accounts for 0.4% of the portfolio, ranked #57.

Leigh Baldwin & Co first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $834K in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Leigh Baldwin & Co held 2,274 shares of JPMorgan Chase worth $744K as of Q2 2026.
  • Leigh Baldwin & Co bought 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 0.4% of Leigh Baldwin & Co's portfolio in Q2 2026, its #57 holding.
  • Leigh Baldwin & Co first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Leigh Baldwin & Co's JPMorgan Chase position peaked at $834K in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.