JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

BALDWIN BROTHERS LLC/MA's Holding History (CIK: 0001021258)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 95,821 Value ($000) $30,875 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 92,591 Value ($000) $29,206 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 94,334 Value ($000) $27,348 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 94,046 Value ($000) $23,070 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 93,805 Value ($000) $22,486 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 90,407 Value ($000) $19,063 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 85,757 Value ($000) $17,345 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 93,634 Value ($000) $18,755 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 94,366 Value ($000) $16,052 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 69,317 Value ($000) $10,052 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 69,266 Value ($000) $10,074 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 62,749 Value ($000) $8,177 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 61,925 Value ($000) $8,304 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 61,543 Value ($000) $6,431 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 64,049 Value ($000) $7,213 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 59,210 Value ($000) $8,071 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 52,608 Value ($000) $8,330 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 51,098 Value ($000) $8,364 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 41,830 Value ($000) $6,506 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 21,457 Value ($000) $3,267 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 19,789 Value ($000) $2,515 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 20,348 Value ($000) $1,959 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 20,403 Value ($000) $1,919 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 20,403 Value ($000) $1,837 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 23,177 Value ($000) $3,231 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 23,212 Value ($000) $2,732 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 23,212 Value ($000) $2,595 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 23,227 Value ($000) $2,351 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 23,207 Value ($000) $2,265 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 23,307 Value ($000) $2,629 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 19,321 Value ($000) $2,013 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 19,046 Value ($000) $2,094 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 18,754 Value ($000) $2,006 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 18,758 Value ($000) $1,792 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 19,424 Value ($000) $1,775 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 27,444 Value ($000) $2,411 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 27,214 Value ($000) $2,348 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 26,843 Value ($000) $1,787 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 26,867 Value ($000) $1,670 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 55,654 Value ($000) $3,296 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 70,826 Value ($000) $4,677 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 71,965 Value ($000) $4,388 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 51,944 Value ($000) $3,520 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 36,051 Value ($000) $2,184 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 170,839 Value ($000) $10,691 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 184,401 Value ($000) $11,108 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 176,597 Value ($000) $10,176 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 142,178 Value ($000) $8,632 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 142,526 Value ($000) $8,335 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 134,551 Value ($000) $6,955 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 77,267 Value ($000) $4,079 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	95,821	$30,875	$309.53	$290.54 - $330.86
Q3 2025	92,591	$29,206	$295.93	$278.95 - $316.47
Q2 2025	94,334	$27,348	$252.67	$200.22 - $289.84
Q1 2025	94,046	$23,070	$250.91	$220.72 - $275.86
Q4 2024	93,805	$22,486	$228.03	$198.89 - $249.04
Q3 2024	90,407	$19,063	$204.96	$185.80 - $219.46
Q2 2024	85,757	$17,345	$189.18	$173.46 - $199.28
Q1 2024	93,634	$18,755	$173.61	$158.11 - $193.16
Q4 2023	94,366	$16,052	$144.89	$129.30 - $163.25
Q3 2023	69,317	$10,052	$142.31	$134.29 - $151.32
Q2 2023	69,266	$10,074	$129.66	$119.02 - $137.67
Q1 2023	62,749	$8,177	$128.16	$115.18 - $135.05
Q4 2022	61,925	$8,304	$117.65	$94.06 - $128.78
Q3 2022	61,543	$6,431	$105.62	$96.10 - $114.36
Q2 2022	64,049	$7,213	$113.02	$101.22 - $124.46
Q1 2022	59,210	$8,071	$133.66	$115.27 - $153.80
Q4 2021	52,608	$8,330	$147.83	$136.71 - $155.72
Q3 2021	51,098	$8,364	$140.29	$130.40 - $151.51
Q2 2021	41,830	$6,506	$139.74	$130.53 - $148.99
Q1 2021	21,457	$3,267	$127.25	$109.49 - $143.03
Q4 2020	19,789	$2,515	$98.14	$82.75 - $111.83
Q3 2020	20,348	$1,959	$85.44	$79.00 - $92.62
Q2 2020	20,403	$1,919	$81.74	$70.76 - $99.77
Q1 2020	20,403	$1,837	$103.61	$65.60 - $120.06
Q4 2019	23,177	$3,231	$108.67	$93.67 - $118.72
Q3 2019	23,212	$2,732	$95.08	$87.73 - $101.23
Q2 2019	23,212	$2,595	$92.02	$84.61 - $97.81
Q1 2019	23,227	$2,351	$85.34	$78.85 - $89.81
Q4 2018	23,207	$2,265	$87.53	$74.88 - $96.00
Q3 2018	23,307	$2,629	$92.63	$83.41 - $97.31
Q2 2018	19,321	$2,013	$89.02	$83.70 - $93.47
Q1 2018	19,046	$2,094	$91.43	$83.98 - $96.37
Q4 2017	18,754	$2,006	$81.33	$76.25 - $87.14
Q3 2017	18,758	$1,792	$73.66	$70.35 - $76.59
Q2 2017	19,424	$1,775	$68.54	$64.85 - $73.60
Q1 2017	27,444	$2,411	$69.68	$65.58 - $74.23
Q4 2016	27,214	$2,348	$59.89	$51.67 - $68.65
Q3 2016	26,843	$1,787	$50.85	$45.82 - $52.95
Q2 2016	26,867	$1,670	$48.33	$44.15 - $51.23
Q1 2016	55,654	$3,296	$44.86	$40.33 - $49.26
Q4 2015	70,826	$4,677	$49.68	$44.66 - $52.67
Q3 2015	71,965	$4,388	$49.62	$37.93 - $53.49
Q2 2015	51,944	$3,520	$49.14	$44.89 - $52.55
Q1 2015	36,051	$2,184	$44.28	$40.58 - $47.07
Q4 2014	170,839	$10,691	$44.70	$40.31 - $47.17
Q3 2014	184,401	$11,108	$43.13	$40.56 - $45.64
Q2 2014	176,597	$10,176	$41.19	$38.82 - $44.74
Q1 2014	142,178	$8,632	$42.08	$39.47 - $44.77
Q4 2013	142,526	$8,335	$39.63	$36.35 - $42.36
Q3 2013	134,551	$6,955	$38.52	$35.95 - $40.89
Q2 2013	77,267	$4,079	$36.24	$32.83 - $39.86