Baltimore-Washington Financial Advisors, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1555486 Columbia, MD

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$46,804,589

+$5,247,135 QoQ

Shares Held

142,989

+1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.53%

of 13F equity value

Holder Rank

#621

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Baltimore-Washington Financial Advisors, Inc. holds $48,151,696 across 4 Banks - Diversified names. JPM ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	142,989	$46,804,589
2	BAC	Bank Of America Corp /De/	14,581	$830,825
3	C	Citigroup Inc	2,078	$290,836
4	BNY	Bank of New York Mellon Corp	1,559	$225,446

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,804,589	142,989	+1.2%	Shares	Sole	2026-08-13
2026-03-31	$41,557,454	141,275	+2.4%	Shares	Sole	2026-05-15
2025-12-31	$44,468,615	138,007	+8.5%	Shares	Sole	2026-02-13
2025-09-30	$40,119,226	127,189	+2.3%	Shares	Sole	2025-11-12
2025-06-30	$36,057,846	124,376	+4.6%	Shares	Sole	2025-08-13
2025-03-31	$29,167,396	118,905	+2.2%	Shares	Sole	2025-05-14
2024-12-31	$27,882,108	116,316	+2.5%	Shares	Sole	2025-01-24
2024-09-30	$23,939,779	113,534	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$22,434,072	110,917	+3.2%	Shares	Sole	2024-07-30
2024-03-31	$21,533,451	107,506	+34.6%	Shares	Sole	2024-05-08
2023-12-31	$13,588,608	79,886	+5.6%	Shares	Sole	2024-02-12
2023-09-30	$10,968,732	75,636	-0.4%	Shares	Sole	2023-11-08
2023-06-30	$11,041,513	75,918	-30.2%	Shares	Sole	2023-08-09
2023-03-31	$14,177,206	108,796	-0.4%	Shares	Sole	2023-05-10
2022-12-31	$14,642,646	109,192	-1.0%	Shares	Sole	2023-02-09
2022-09-30	$11,529,798	110,333	-1.6%	Shares	Sole	2022-10-31
2022-06-30	$12,624,369	112,107	+8.4%	Shares	Sole	2022-08-05
2022-03-31	$14,098,896	103,425	-6.5%	Shares	Sole	2022-05-13
2021-12-31	$17,520,160	110,642	+2.3%	Shares	Sole	2022-04-08
2021-09-30	$17,708,802	108,185	+3.9%	Shares	Sole	2021-10-20
2021-06-30	$16,191,714	104,100	+1.0%	Shares	Sole	2021-08-12
2021-03-31	$15,695,521	103,104	+1.9%	Shares	Sole	2021-05-06
2020-12-31	$12,854,401	101,160	-0.9%	Shares	Sole	2021-02-01
2020-09-30	$9,830,322	102,112	+2.3%	Shares	Sole	2020-11-03
2020-06-30	$9,386,153	99,789	+0.5%	Shares	Sole	2020-08-10
2020-03-31	$8,936,467	99,261	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.