JPM — J P Morgan & Co Inc COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  60 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported J P Morgan & Co Inc COM (JPM) in 60 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.97% in 2025 Q4. The latest visible filing shows JPM at 1.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in J P Morgan & Co Inc COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPM was reported at 1.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.97% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 95,821 +3,230 +3.5% 1.97% $30.9M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 92,591 -1,743 -1.8% 1.90% $29.2M 2025-10-14 $300.72
2025 Q2 ADDED 94,334 +288 +0.3% 1.86% $27.3M 2025-07-24 $293.79
2025 Q1 ADDED 94,046 +241 +0.3% 1.62% $23.1M 2025-04-14 $231.42
2024 Q4 ADDED 93,805 +3,398 +3.8% 1.55% $22.5M 2025-01-22 $257.56
2024 Q3 ADDED 90,407 +4,650 +5.4% 1.30% $19.1M 2024-10-16 $218.02
2024 Q2 REDUCED 85,757 -7,877 -8.4% 1.35% $17.3M 2024-07-12 $198.57
2024 Q1 REDUCED 93,634 -732 -0.8% 1.41% $18.8M 2024-04-12 $176.14
2023 Q4 ADDED 94,366 +25,049 +36.1% 1.26% $16.1M 2024-01-08 $164.80
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q1 — sorted by position size

Employees Provident Fund Board 3.61% NEVILLE RODIE & SHAW INC 3Y 7Y 2.79% Adelphi Trust Co 1.78% First Financial Bank - Trust Division 3Y 7Y 1.76% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 1.54% Hamrick Investment Counsel, llc 1.51% BEACON FINANCIAL GROUP 3Y 7Y 1.24% Bangor Savings Bank 3Y 7Y 0.91% Marex Group plc 0.73% Vigilare Wealth Management 3Y 0.68%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning JPM?

BALDWIN WEALTH PARTNERS LLC/MA reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for JPM was 1.97% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 95,821 shares, equal to 1.97% of portfolio, with an estimated market value of $30.9M.

What does the chart on this JPM ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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