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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALDWIN WEALTH PARTNERS LLC/MA on JPM, newest first. How the timeline and the estimate are built.

BALDWIN WEALTH PARTNERS LLC/MA held 85,930 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 85,930 shares
    Change vs previous 13F -110 shares

    1.87% of the 13F portfolio, value $28,428,222.

    13F-HR 0001193125-26-419624 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Accepted , ingested

  2. period ended2026-06-30
    13F 86,040 shares
    Change vs previous 13F +1,313 shares

    1.84% of the 13F portfolio, value $28,163,473.

    13F-HR 0001193125-26-302682 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 84,727 shares
    Change vs previous 13F -11,094 shares

    1.81% of the 13F portfolio, value $24,923,294.

    13F-HR 0001193125-26-154830 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 95,821 shares
    Change vs previous 13F +3,230 shares

    1.97% of the 13F portfolio, value $30,875,344.

    13F-HR 0001193125-26-005964 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 92,591 shares
    Change vs previous 13F -1,743 shares

    1.9% of the 13F portfolio, value $29,205,905.

    13F-HR 0001193125-25-238383 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 94,334 shares
    Change vs previous 13F +288 shares

    1.86% of the 13F portfolio, value $27,348,409.

    13F-HR 0000950123-25-006571 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 94,046 shares
    Change vs previous 13F +241 shares

    1.62% of the 13F portfolio, value $23,069,518.

    13F-HR 0000950123-25-003482 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 93,805 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $22,486,113.

    13F-HR 0000950123-25-000483 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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