A detailed history of Baldwin Investment Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Baldwin Investment Management, LLC holds 51,922 shares of JPM stock, worth $12.7 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares
51,922
Previous 52,782 1.63%
Holding current value
$12.7 Million
Previous $10.7 Million 2.52%
% of portfolio
2.82%
Previous 1.48%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$194.9 - $224.8 $167,614 - $193,328
-860 Reduced 1.63%
51,922 $10.9 Million
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $31,514 - $35,838
-175 Reduced 0.33%
52,782 $10.7 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $496,591 - $595,291
2,972 Added 5.95%
52,957 $10.6 Million
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $25,781 - $32,357
-190 Reduced 0.38%
49,985 $8.5 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $116,859 - $128,928
-816 Reduced 1.6%
50,175 $7.28 Million
Q2 2023

Aug 01, 2023

BUY
$127.47 - $145.44 $39,643 - $45,231
311 Added 0.61%
50,991 $7.42 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $107,797 - $124,099
863 Added 1.73%
50,680 $6.6 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $45,474 - $61,476
446 Added 0.9%
49,817 $6.68 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $20,543 - $119,494
-991 Reduced 1.97%
49,371 $5.16 Million
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $178,599 - $215,553
-1,586 Reduced 3.05%
50,362 $5.67 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $86,474 - $113,528
674 Added 1.31%
51,948 $7.08 Million
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $176,261 - $196,688
-1,145 Reduced 2.18%
51,274 $8.12 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $38,653 - $43,915
-263 Reduced 0.5%
52,419 $8.58 Million
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $73,832 - $83,386
-501 Reduced 0.94%
52,682 $8.19 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $101,399 - $127,223
807 Added 1.54%
53,183 $8.1 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $446,014 - $587,063
4,620 Added 9.67%
52,376 $6.66 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $1.49 Million - $1.69 Million
16,315 Added 51.89%
47,756 $4.6 Million
Q2 2020

Jul 27, 2020

BUY
$84.03 - $113.45 $6,386 - $8,622
76 Added 0.24%
31,441 $2.96 Million
Q1 2020

May 12, 2020

SELL
$79.03 - $141.09 $7,903 - $14,109
-100 Reduced 0.32%
31,365 $2.82 Million
Q4 2019

Feb 10, 2020

BUY
$111.82 - $139.4 $55,910 - $69,700
500 Added 1.61%
31,465 $4.39 Million
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $12,995 - $14,908
124 Added 0.4%
30,965 $3.64 Million
Q2 2019

Aug 06, 2019

SELL
$104.64 - $116.12 $9,417 - $10,450
-90 Reduced 0.29%
30,841 $3.45 Million
Q1 2019

May 10, 2019

BUY
$97.11 - $107.19 $70,404 - $77,712
725 Added 2.4%
30,931 $3.13 Million
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $101,354 - $126,851
1,100 Added 3.78%
30,206 $2.95 Million
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $62,166 - $71,178
-600 Reduced 2.02%
29,106 $3.28 Million
Q2 2018

Aug 15, 2018

BUY
$103.24 - $114.29 $978,199 - $1.08 Million
9,475 Added 46.83%
29,706 $3.1 Million
Q1 2018

May 11, 2018

SELL
$107.01 - $118.77 $37,453 - $41,569
-350 Reduced 1.7%
20,231 $2.23 Million
Q4 2017

Feb 13, 2018

SELL
$95.86 - $107.83 $14,379 - $16,174
-150 Reduced 0.72%
20,581 $2.2 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $30,947 - $33,428
350 Added 1.72%
20,731 $1.98 Million
Q2 2017

Aug 08, 2017

BUY
N/A
20,381
20,381 $1.86 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $718B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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