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Baron Silver Stevens Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$4.69M Buy
14,335
+6,320
+79% +$1.96M 0.59% 31
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 		$850K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's JPM Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its JPMorgan Chase (JPM) stake by 79% in Q2 2026, buying an estimated $1.96M and bringing the position to 14,335 shares worth $4.69M. The position accounts for 0.59% of the portfolio, ranked #31.

Baron Silver Stevens Financial Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.71M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 14,335 shares of JPMorgan Chase worth $4.69M as of Q2 2026.
  • Baron Silver Stevens Financial Advisors bought 6,320 JPMorgan Chase shares in Q2 2026, an estimated $1.96M.
  • JPMorgan Chase made up 0.59% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Baron Silver Stevens Financial Advisors's JPMorgan Chase position peaked at $4.71M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.