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Baldwin Investment Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baldwin Investment Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Baldwin Investment Management, LLC held 61,191 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,191 shares
    Change vs previous 13F +13,017 shares

    1.94% of the 13F portfolio, value $20,029,787.

    13F-HR 0001346378-26-000003 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,174 shares
    Change vs previous 13F +60 shares

    1.66% of the 13F portfolio, value $14,170,974.

    13F-HR 0001346378-26-000002 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,114 shares
    Change vs previous 13F -675 shares

    1.75% of the 13F portfolio, value $15,503,367.

    13F-HR 0001346378-26-000001 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,789 shares
    Change vs previous 13F -177 shares

    1.76% of the 13F portfolio, value $15,389,602.

    13F-HR 0001346378-25-000009 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,966 shares
    Change vs previous 13F -370 shares

    1.71% of the 13F portfolio, value $14,195,633.

    13F-HR 0001346378-25-000004 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 49,336 shares
    Change vs previous 13F +2,154 shares

    1.45% of the 13F portfolio, value $12,102,212.

    13F-HR 0001346378-25-000002 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,182 shares
    Change vs previous 13F -4,740 shares

    1.47% of the 13F portfolio, value $11,309,895.

    13F-HR 0001346378-25-000001 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 51,922 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $10,948,327.

    13F-HR 0001346378-24-000009 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).