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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Baron Financial Group's JPM Position: Q2 2026 in Review

Baron Financial Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 815 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #50.

Baron Financial Group first reported a position in JPM in Q3 2020 and has held it in 19 quarters since. The position peaked at $337K in Q1 2024. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Baron Financial Group held 815 shares of JPMorgan Chase worth $267K as of Q2 2026.
Baron Financial Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.13% of Baron Financial Group's portfolio in Q2 2026, its #50 holding.
Baron Financial Group first reported a position in JPMorgan Chase in Q3 2020 and has held it in 19 quarters since.
Baron Financial Group's JPMorgan Chase position peaked at $337K in Q1 2024.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.