Baron Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+815
| New | +$236K | 0.14% | 47 |
|
|
2024
Q2 | – | Sell |
-1,680
| Closed | -$337K | – | 49 |
|
|
2024
Q1 | $337K | Sell |
1,680
-50
| -3% | -$10K | 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 | +$232K | 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% | -$15.6K | 0.17% | 44 |
|
|
2021
Q1 | $279K | Buy |
1,835
+435
| +31% | +$66.2K | 0.19% | 41 |
|
|
2020
Q4 | $178K | Hold |
1,400
| – | – | 0.14% | 47 |
|
|
2020
Q3 | $135K | Buy |
+1,400
| New | +$135K | 0.13% | 50 |
|