Baron Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Hold |
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|
2025
Q2 | $236K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $195K | Hold |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $270K | Sell |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $178K | Hold |
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|
2020
Q3 | $135K | Buy |
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