LBC
JPM icon

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Leigh Baldwin & Co's JPM Position: Q1 2026 in Review

Leigh Baldwin & Co increased its JPMorgan Chase (JPM) stake by 9% in Q1 2026, buying an estimated $56.8K and bringing the position to 2,259 shares worth $665K. The position accounts for 0.43% of the portfolio, ranked #53.

Leigh Baldwin & Co first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $834K in Q3 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Leigh Baldwin & Co held 2,259 shares of JPMorgan Chase worth $665K as of Q1 2026.
  • Leigh Baldwin & Co bought 187 JPMorgan Chase shares in Q1 2026, an estimated $56.8K.
  • JPMorgan Chase made up 0.43% of Leigh Baldwin & Co's portfolio in Q1 2026, its #53 holding.
  • Leigh Baldwin & Co first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Leigh Baldwin & Co's JPMorgan Chase position peaked at $834K in Q3 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.