JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Baldwin Investment Management, LLC's Holding History (CIK: 0001346378)

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

Q4 2025

Shares 48,114 Value ($000) $15,503 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 48,789 Value ($000) $15,390 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 48,966 Value ($000) $14,196 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 49,336 Value ($000) $12,102 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 47,182 Value ($000) $11,310 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 51,922 Value ($000) $10,948 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 52,782 Value ($000) $10,676 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 52,957 Value ($000) $10,607 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 49,985 Value ($000) $8,502 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 50,175 Value ($000) $7,276 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 50,991 Value ($000) $7,416 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 50,680 Value ($000) $6,604 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 49,817 Value ($000) $6,680 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 49,371 Value ($000) $5,159 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 50,362 Value ($000) $5,671 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 51,948 Value ($000) $7,082 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 51,274 Value ($000) $8,119 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 52,419 Value ($000) $8,580 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 52,682 Value ($000) $8,194 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 53,183 Value ($000) $8,096 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 52,376 Value ($000) $6,655 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 47,756 Value ($000) $4,597 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 31,441 Value ($000) $2,957 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 31,365 Value ($000) $2,824 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 31,465 Value ($000) $4,386 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 30,965 Value ($000) $3,644 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 30,841 Value ($000) $3,448 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 30,931 Value ($000) $3,131 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 30,206 Value ($000) $2,949 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 29,106 Value ($000) $3,284 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 29,706 Value ($000) $3,095 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 20,231 Value ($000) $2,225 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 20,581 Value ($000) $2,201 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 20,731 Value ($000) $1,980 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 20,381 Value ($000) $1,863 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 21,256 Value ($000) $1,867 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 21,131 Value ($000) $1,823 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 21,581 Value ($000) $1,437 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 22,781 Value ($000) $1,416 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 22,606 Value ($000) $1,339 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 19,953 Value ($000) $1,317 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 19,631 Value ($000) $1,197 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 19,466 Value ($000) $1,319 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 17,116 Value ($000) $1,037 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 16,741 Value ($000) $1,048 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 16,741 Value ($000) $1,008 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 16,541 Value ($000) $953 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 17,141 Value ($000) $1,041 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 16,941 Value ($000) $991 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 16,741 Value ($000) $865 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 16,741 Value ($000) $884 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	48,114	$15,503	$309.53	$290.54 - $330.86
Q3 2025	48,789	$15,390	$295.93	$278.95 - $316.47
Q2 2025	48,966	$14,196	$252.67	$200.22 - $289.84
Q1 2025	49,336	$12,102	$250.91	$220.72 - $275.86
Q4 2024	47,182	$11,310	$228.03	$198.89 - $249.04
Q3 2024	51,922	$10,948	$204.96	$185.80 - $219.46
Q2 2024	52,782	$10,676	$189.18	$173.46 - $199.28
Q1 2024	52,957	$10,607	$173.61	$158.11 - $193.16
Q4 2023	49,985	$8,502	$144.89	$129.30 - $163.25
Q3 2023	50,175	$7,276	$142.31	$134.29 - $151.32
Q2 2023	50,991	$7,416	$129.66	$119.02 - $137.67
Q1 2023	50,680	$6,604	$128.16	$115.18 - $135.05
Q4 2022	49,817	$6,680	$117.65	$94.06 - $128.78
Q3 2022	49,371	$5,159	$105.62	$96.10 - $114.36
Q2 2022	50,362	$5,671	$113.02	$101.22 - $124.46
Q1 2022	51,948	$7,082	$133.66	$115.27 - $153.80
Q4 2021	51,274	$8,119	$147.83	$136.71 - $155.72
Q3 2021	52,419	$8,580	$140.29	$130.40 - $151.51
Q2 2021	52,682	$8,194	$139.74	$130.53 - $148.99
Q1 2021	53,183	$8,096	$127.25	$109.49 - $143.03
Q4 2020	52,376	$6,655	$98.14	$82.75 - $111.83
Q3 2020	47,756	$4,597	$85.44	$79.00 - $92.62
Q2 2020	31,441	$2,957	$81.74	$70.76 - $99.77
Q1 2020	31,365	$2,824	$103.61	$65.60 - $120.06
Q4 2019	31,465	$4,386	$108.67	$93.67 - $118.72
Q3 2019	30,965	$3,644	$95.08	$87.73 - $101.23
Q2 2019	30,841	$3,448	$92.02	$84.61 - $97.81
Q1 2019	30,931	$3,131	$85.34	$78.85 - $89.81
Q4 2018	30,206	$2,949	$87.53	$74.88 - $96.00
Q3 2018	29,106	$3,284	$92.63	$83.41 - $97.31
Q2 2018	29,706	$3,095	$89.02	$83.70 - $93.47
Q1 2018	20,231	$2,225	$91.43	$83.98 - $96.37
Q4 2017	20,581	$2,201	$81.33	$76.25 - $87.14
Q3 2017	20,731	$1,980	$73.66	$70.35 - $76.59
Q2 2017	20,381	$1,863	$68.54	$64.85 - $73.60
Q1 2017	21,256	$1,867	$69.68	$65.58 - $74.23
Q4 2016	21,131	$1,823	$59.89	$51.67 - $68.65
Q3 2016	21,581	$1,437	$50.85	$45.82 - $52.95
Q2 2016	22,781	$1,416	$48.33	$44.15 - $51.23
Q1 2016	22,606	$1,339	$44.86	$40.33 - $49.26
Q4 2015	19,953	$1,317	$49.68	$44.66 - $52.67
Q3 2015	19,631	$1,197	$49.62	$37.93 - $53.49
Q2 2015	19,466	$1,319	$49.14	$44.89 - $52.55
Q1 2015	17,116	$1,037	$44.28	$40.58 - $47.07
Q4 2014	16,741	$1,048	$44.70	$40.31 - $47.17
Q3 2014	16,741	$1,008	$43.13	$40.56 - $45.64
Q2 2014	16,541	$953	$41.19	$38.82 - $44.74
Q1 2014	17,141	$1,041	$42.08	$39.47 - $44.77
Q4 2013	16,941	$991	$39.63	$36.35 - $42.36
Q3 2013	16,741	$865	$38.52	$35.95 - $40.89
Q2 2013	16,741	$884	$36.24	$32.83 - $39.86