SEC 13F Intelligence

Baltimore-Washington Financial Advisors, Inc. / JPM

Baltimore-Washington Financial Advisors, Inc.’s Jpmorgan Chase & Co Position

Does Baltimore-Washington Financial Advisors, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 141.3K shares worth $42M (+1.79% of its 13F portfolio) as of Q1 2026, up from 138.0K shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
141.3K
% of Portfolio
+1.79%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $11MQ4 ’19: $13MQ4 ’19Q1 ’20: $9MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $13MQ4 ’20Q1 ’21: $16MQ2 ’21: $16MQ3 ’21: $18MQ4 ’21: $18MQ4 ’21Q1 ’22: $16MQ2 ’22: $13MQ3 ’22: $12MQ4 ’22: $15MQ4 ’22Q1 ’23: $14MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $14MQ4 ’23Q1 ’24: $22MQ2 ’24: $22MQ3 ’24: $24MQ4 ’24: $28MQ4 ’24Q1 ’25: $29MQ2 ’25: $36MQ3 ’25: $40MQ4 ’25: $44MQ4 ’25Q1 ’26: $42Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026141.3K$42M+1.79%
Q4 2025138.0K$44M+1.85%
Q3 2025127.2K$40M+1.72%
Q2 2025124.4K$36M+1.68%
Q1 2025118.9K$29M+1.55%
Q4 2024116.3K$28M+1.43%
Q3 2024113.5K$24M+1.29%
Q2 2024110.9K$22M+1.30%
Q1 2024107.5K$22M+1.34%
Q4 202379.9K$14M+0.94%
Q3 202375.6K$11M+0.89%
Q2 202375.9K$11M+0.88%
Q1 2023108.8K$14M+1.25%
Q4 2022109.2K$15M+1.43%
Q3 2022110.3K$12M+0.97%
Q2 2022112.1K$13M+1.35%
Q1 2022103.4K$16M+1.54%
Q4 2021674$18M+1.41%
Q3 2021108.2K$18M+1.56%
Q2 2021104.1K$16M+1.51%
Q1 2021103.1K$16M+1.60%
Q4 2020101.2K$13M+1.40%
Q3 2020102.1K$10M+1.27%
Q2 202099.8K$9M+1.29%
Q1 202099.3K$9M+1.61%
Q4 201996.8K$13M+1.98%
Q3 201993.0K$11M+1.80%
Q2 201993.8K$10M+1.77%
Q1 201994.3K$10M+1.67%
Q4 201893.7K$9M+1.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baltimore-Washington Financial Advisors, Inc.’s full portfolio or all institutional holders of JPM.