Baldwin Investment Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$20,029,650

+$5,858,787 QoQ

Shares Held

61,191

+27.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.53%

of 13F equity value

Holder Rank

#1,007

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Financial Services · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $21,305,534 across 4 Banks - Diversified names. JPM ranks #1 (94.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	61,191	$20,029,650
2	HSBC	Hsbc Holdings PLC	6,104	$580,429
3	BAC	Bank Of America Corp /De/	8,475	$482,905
4	WFC	Wells Fargo & Company/Mn	2,572	$212,550

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,029,650	61,191	+27.0%	Shares	Sole	2026-07-28
2026-03-31	$14,170,863	48,174	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$15,503,293	48,114	-1.4%	Shares	Sole	2026-02-13
2025-09-30	$15,389,514	48,789	-0.4%	Shares	Sole	2025-11-10
2025-06-30	$14,195,733	48,966	-0.7%	Shares	Sole	2025-08-11
2025-03-31	$12,102,120	49,336	+4.6%	Shares	Sole	2025-05-07
2024-12-31	$11,309,997	47,182	-9.1%	Shares	Sole	2025-02-14
2024-09-30	$10,948,272	51,922	-1.6%	Shares	Sole	2024-11-13
2024-06-30	$10,675,687	52,782	-0.3%	Shares	Sole	2024-07-30
2024-03-31	$10,607,287	52,957	+5.9%	Shares	Sole	2024-05-14
2023-12-31	$8,502,448	49,985	-0.4%	Shares	Sole	2024-02-13
2023-09-30	$7,276,378	50,175	-1.6%	Shares	Sole	2023-11-14
2023-06-30	$7,416,131	50,991	+0.6%	Shares	Sole	2023-08-01
2023-03-31	$6,604,110	50,680	+1.7%	Shares	Sole	2023-05-15
2022-12-31	$6,680,459	49,817	+0.9%	Shares	Sole	2023-02-10
2022-09-30	$5,159,269	49,371	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$5,671,264	50,362	-3.1%	Shares	Sole	2022-08-02
2022-03-31	$7,081,551	51,948	+1.3%	Shares	Sole	2022-05-16
2021-12-31	$8,119,237	51,274	-2.2%	Shares	Sole	2022-02-11
2021-09-30	$8,580,466	52,419	-0.5%	Shares	Sole	2021-11-15
2021-06-30	$8,194,158	52,682	-0.9%	Shares	Sole	2021-08-16
2021-03-31	$8,096,048	53,183	+1.5%	Shares	Sole	2021-05-14
2020-12-31	$6,655,418	52,376	+9.7%	Shares	Sole	2021-02-16
2020-09-30	$4,597,470	47,756	+51.9%	Shares	Sole	2020-11-13
2020-06-30	$2,957,340	31,441	+0.2%	Shares	Sole	2020-07-27
2020-03-31	$2,823,790	31,365	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.