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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.63M | Sell |
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|
2025
Q2 | $2.5M | Buy |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $1.61M | Hold |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $918K | Buy |
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|
2023
Q2 | $848K | Buy |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $850 | Sell |
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|
2022
Q2 | $480K | Buy |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $589K | Buy |
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|
2021
Q1 | $269K | Sell |
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|
2020
Q4 | $227K | Buy |
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