Baron Silver Stevens Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.36M | Sell |
8,015
-6,603
| -45% | -$2M | 0.34% | 39 |
|
|
2025
Q4 | $4.71M | Buy |
14,618
+6,291
| +76% | +$1.95M | 0.68% | 30 |
|
|
2025
Q3 | $2.63M | Sell |
8,327
-295
| -3% | -$87.7K | 0.38% | 36 |
|
|
2025
Q2 | $2.5M | Buy |
8,622
+834
| +11% | +$213K | 0.4% | 36 |
|
|
2025
Q1 | $1.91M | Sell |
7,788
-35
| -0.4% | -$8.92K | 0.33% | 38 |
|
|
2024
Q4 | $1.88M | Buy |
7,823
+183
| +2% | +$42.6K | 0.32% | 40 |
|
|
2024
Q3 | $1.61M | Hold |
7,640
| – | – | 0.28% | 44 |
|
|
2024
Q2 | $1.55M | Sell |
7,640
-475
| -6% | -$92.9K | 0.29% | 40 |
|
|
2024
Q1 | $1.63M | Buy |
8,115
+1,310
| +19% | +$236K | 0.31% | 38 |
|
|
2023
Q4 | $1.16M | Buy |
6,805
+472
| +7% | +$71.5K | 0.24% | 43 |
|
|
2023
Q3 | $918K | Buy |
6,333
+505
| +9% | +$75.7K | 0.21% | 45 |
|
|
2023
Q2 | $848K | Buy |
5,828
+2,195
| +60% | +$302K | 0.19% | 45 |
|
|
2023
Q1 | $473K | Buy |
3,633
+391
| +12% | +$53.6K | 0.12% | 57 |
|
|
2022
Q4 | $435K | Buy |
3,242
+55
| +2% | +$6.97K | 0.11% | 56 |
|
|
2022
Q3 | $850 | Sell |
3,187
-1,078
| -25% | -$124K | 0.23% | 41 |
|
|
2022
Q2 | $480K | Buy |
4,265
+1,935
| +83% | +$240K | 0.12% | 56 |
|
|
2022
Q1 | $317K | Buy |
2,330
+172
| +8% | +$25.4K | 0.07% | 67 |
|
|
2021
Q4 | $341K | Buy |
2,158
+195
| +10% | +$32K | 0.08% | 62 |
|
|
2021
Q3 | $321K | Sell |
1,963
-1,824
| -48% | -$286K | 0.09% | 61 |
|
|
2021
Q2 | $589K | Buy |
3,787
+2,019
| +114% | +$317K | 0.16% | 45 |
|
|
2021
Q1 | $269K | Sell |
1,768
-22
| -1% | -$3.17K | 0.15% | 40 |
|
|
2020
Q4 | $227K | Buy |
+1,790
| New | +$200K | 0.08% | 55 |
|
Other funds holding JPM
VCM
VPM
