Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$28,163,473
+$3,240,179 QoQ
Shares Held
86,040
+1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#819
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $43,244,076 across 6 Banks - Diversified names. JPM ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
86,040 | $28,163,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
136,291 | $7,765,861 | |
| 3 | TD |
Toronto Dominion Bank
|
34,675 | $4,210,585 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,922 | $2,447,090 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,499 | $454,437 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,762 | $202,630 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,163,473 | 86,040 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $24,923,294 | 84,727 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $30,875,442 | 95,821 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $29,205,979 | 92,591 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $27,348,369 | 94,334 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $23,069,483 | 94,046 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $22,485,995 | 93,805 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $19,063,220 | 90,407 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $17,345,210 | 85,757 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $18,754,890 | 93,634 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $16,051,656 | 94,366 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $10,052,351 | 69,317 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $10,074,047 | 69,266 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $8,176,822 | 62,749 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $8,304,142 | 61,925 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $6,431,243 | 61,543 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $7,212,557 | 64,049 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $8,071,506 | 59,210 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $8,330,476 | 52,608 | Shares | Other | 2022-01-14 | |
| 2021-09-30 | $8,364,230 | 51,098 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $6,506,237 | 41,830 | Shares | Other | 2021-07-30 | |
| 2021-03-31 | $3,266,398 | 21,457 | Shares | Other | 2021-04-08 | |
| 2020-12-31 | $2,514,587 | 19,789 | Shares | Other | 2021-01-12 | |
| 2020-09-30 | $1,958,901 | 20,348 | Shares | Other | 2020-10-16 | |
| 2020-06-30 | $1,919,105 | 20,403 | Shares | Other | 2020-07-21 | |
| 2020-03-31 | $1,836,881 | 20,403 | Shares | Other | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||