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Baron Financial Group’s JPMorgan Chase JPM Stock Holding History

Baron Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$270K Hold
815
– – 0.13% 49
2026
Q2 		$267K Hold
815
– – 0.13% 50
2026
Q1 		$240K Hold
815
– – 0.13% 51
2025
Q4 		$263K Hold
815
– – 0.14% 49
2025
Q3 		$257K Hold
815
– – 0.14% 47
2025
Q2 		$236K Buy
+815
New +$208K 0.14% 47
2024
Q2 		– Sell
-1,680
Closed -$337K – 49
2024
Q1 		$337K Sell
1,680
-50
-3% -$9.02K 0.21% 42
2023
Q4 		$294K Hold
1,730
– – 0.19% 43
2023
Q3 		$251K Hold
1,730
– – 0.16% 42
2023
Q2 		$252K Hold
1,730
– – 0.16% 43
2023
Q1 		$225K Hold
1,730
– – 0.14% 48
2022
Q4 		$232K Buy
+1,730
New +$219K 0.15% 49
2022
Q3 		– Sell
-1,735
Closed -$195K – 126
2022
Q2 		$195K Hold
1,735
– – 0.13% 44
2022
Q1 		$237K Hold
1,735
– – 0.14% 44
2021
Q4 		$275K Hold
1,735
– – 0.16% 44
2021
Q3 		$284K Hold
1,735
– – 0.17% 43
2021
Q2 		$270K Sell
1,735
-100
-5% -$15.7K 0.17% 44
2021
Q1 		$279K Buy
1,835
+435
+31% +$62.6K 0.19% 41
2020
Q4 		$178K Hold
1,400
– – 0.14% 47
2020
Q3 		$135K Buy
+1,400
New +$137K 0.13% 50

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Baron Financial Group's JPM Position: Q3 2026 in Review

Baron Financial Group held its JPMorgan Chase (JPM) position steady in Q3 2026 at 815 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #49.

Baron Financial Group first reported a position in JPM in Q3 2020 and has held it in 20 quarters since. The position peaked at $337K in Q1 2024. 250 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Baron Financial Group held 815 shares of JPMorgan Chase worth $270K as of Q3 2026.
  • Baron Financial Group left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.13% of Baron Financial Group's portfolio in Q3 2026, its #49 holding.
  • Baron Financial Group first reported a position in JPMorgan Chase in Q3 2020 and has held it in 20 quarters since.
  • Baron Financial Group's JPMorgan Chase position peaked at $337K in Q1 2024.
  • 250 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.