JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBaldwin Brothers Inc/ma
Latest Disclosed Ownership84,727 shares
Latest Disclosed Value $ 24,923,294
Baldwin Brothers Inc/ma reports 11.58% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Baldwin Brothers Inc/ma filed a 13F-HR form disclosing ownership of 84,727 shares of JPMorgan Chase & Co. (MX:JPM) valued at $24,923,294 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 95,821 shares of JPMorgan Chase & Co.. This represents a change in shares of -11.58% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 84,727 -11,094 -11.58 24,923 -19.28 1.3853
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 95,821 3,230 3.49 30,875 5.72 1.9744
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 92,591 -1,743 -1.85 29,206 6.79 1.9025
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 94,334 288 0.31 27,348 18.55 1.8573
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 94,046 241 0.26 23,070 2.59 1.6184
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 93,805 3,398 3.76 22,486 17.96 1.5530
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 90,407 4,650 5.42 19,063 9.90 1.2992
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 85,757 -7,877 -8.41 17,345 -7.51 1.3512
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 93,634 -732 -0.78 18,755 16.84 1.4127
2024-01-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 94,366 25,049 36.14 16,052 59.68 1.2611
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 69,317 51 0.07 10,052 -0.22 0.8650
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 69,266 6,517 10.39 10,074 23.21 0.8263
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 62,749 824 1.33 8,177 -1.54 0.7127
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 61,925 382 0.62 8,304 29.12 0.7531
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 61,543 -2,506 -3.91 6,431 -10.84 0.8891
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 64,049 -51,451 -44.55 7,213 -54.19 0.9352
2022-04-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 115,500 62,892 119.55 15,744 89.00 1.3099
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 52,608 1,510 2.96 8,330 -0.41 0.8332
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 51,098 9,268 22.16 8,364 28.56 0.9282
2021-07-30 2021-06-30 13F JPMORGAN CHASE COM 46625H100 41,830 20,373 94.95 6,506 99.14 0.7109
2021-04-08 2021-03-31 13F JPMORGAN CHASE COM 46625H100 21,457 1,668 8.43 3,267 29.90 0.3880
2021-01-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 19,789 -559 -2.75 2,515 28.38 0.3162
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 20,348 -55 -0.27 1,959 2.08 0.2679
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 20,403 0 0.00 1,919 4.46 0.2815
2020-04-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 20,403 -2,774 -11.97 1,837 -43.14 0.3215
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 23,177 -35 -0.15 3,231 18.27 0.4517
2019-10-10 2019-09-30 13F JPMORGAN CHASE COMMON 46625H100 23,212 0 0.00 2,732 5.28 0.4113
2019-07-19 2019-06-30 13F JPMORGAN CHASE COMMON 46625H100 23,212 -15 -0.06 2,595 10.38 0.3824
2019-04-24 2019-03-31 13F JPMORGAN CHASE COMMON 46625H100 23,227 20 0.09 2,351 3.80 0.3502
2019-02-01 2018-12-31 13F JPMORGAN CHASE COMMON 46625H100 23,207 -100 -0.43 2,265 -13.85 0.3798
2018-10-26 2018-09-30 13F JPMORGAN CHASE COMMON 46625H100 23,307 3,986 20.63 2,629 30.60 0.3681
2018-07-24 2018-06-30 13F JPMORGAN CHASE COMMON 46625H100 19,321 275 1.44 2,013 -3.87 0.3129
2018-04-16 2018-03-31 13F JPMORGAN CHASE COMMON 46625H100 19,046 292 1.56 2,094 4.39 0.3387
2018-01-24 2017-12-31 13F JPMORGAN CHASE COMMON 46625H100 18,754 -4 -0.02 2,006 11.94 0.3124
2017-10-26 2017-09-30 13F JPMORGAN CHASE COMMON 46625H100 18,758 -666 -3.43 1,792 0.96 0.2881
2017-07-13 2017-06-30 13F JPMORGAN CHASE COMMON 46625H100 19,424 -8,020 -29.22 1,775 -26.38 0.2854
2017-04-17 2017-03-31 13F JPMORGAN CHASE COMMON 46625H100 27,444 230 0.85 2,411 2.68 0.3976
2017-01-10 2016-12-31 13F JPMORGAN CHASE COMMON 46625H100 27,214 371 1.38 2,348 31.39 0.4241
2016-11-08 2016-09-30 13F JPMORGAN CHASE COMMON 46625H100 26,843 -24 -0.09 1,787 7.01 0.3242
2016-08-11 2016-06-30 13F JPMORGAN CHASE COMMON 46625H100 26,867 -28,787 -51.72 1,670 -49.33 0.3436
2016-05-12 2016-03-31 13F JPMORGAN CHASE COMMON 46625H100 55,654 -15,172 -21.42 3,296 -29.53 0.5916
2016-02-11 2015-12-31 13F JPMorgan Chase COM 46625H100 70,826 -1,139 -1.58 4,677 6.59 0.7615
2015-11-12 2015-09-30 13F JPMorgan Chase COM 46625H100 71,965 20,021 38.54 4,388 24.66 0.7399
2015-08-10 2015-06-30 13F JPMorgan Chase COM 46625H100 51,944 15,893 44.08 3,520 61.17 0.5220
2015-05-11 2015-03-31 13F JPMorgan Chase COM 46625H100 36,051 -134,788 -78.90 2,184 -79.57 0.3218
2015-02-09 2014-12-31 13F JPMorgan Chase COM 46625H100 170,839 -13,562 -7.35 10,691 -3.75 1.5460
2014-11-13 2014-09-30 13F JPMorgan Chase COM 46625H100 184,401 7,804 4.42 11,108 9.16 1.5758
2014-08-08 2014-06-30 13F JPMorgan Chase COM 46625H100 176,597 34,419 24.21 10,176 17.89 1.5106
2014-05-09 2014-03-31 13F JPMorgan Chase COM 46625H100 142,178 -348 -0.24 8,632 3.56 1.3858
2014-02-12 2013-12-31 13F JPMorgan Chase COM 46625H100 142,526 7,975 5.93 8,335 19.84 1.3384
2013-11-12 2013-09-30 13F JPMorgan Chase COM 46625H100 134,551 57,284 74.14 6,955 70.51 1.2704
2013-08-14 2013-06-30 13F JPMorgan Chase COM 46625H100 77,267 77,267 4,079 0.8068
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.