Baron Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
6,154
+1,139
| +23% | +$330K | 0.63% | 17 |
|
|
2025
Q1 | $1.23M | Sell |
5,015
-271
| -5% | -$66.5K | 0.54% | 18 |
|
|
2024
Q4 | $1.27M | Buy |
5,286
+176
| +3% | +$42.2K | 0.6% | 17 |
|
|
2024
Q3 | $1.08M | Buy |
5,110
+239
| +5% | +$50.4K | 0.52% | 20 |
|
|
2024
Q2 | $985K | Sell |
4,871
-127
| -3% | -$25.7K | 0.51% | 20 |
|
|
2024
Q1 | $1M | Buy |
4,998
+714
| +17% | +$143K | 0.53% | 22 |
|
|
2023
Q4 | $729K | Buy |
4,284
+419
| +11% | +$71.3K | 0.4% | 30 |
|
|
2023
Q3 | $561K | Buy |
3,865
+86
| +2% | +$12.5K | 0.36% | 42 |
|
|
2023
Q2 | $550K | Sell |
3,779
-697
| -16% | -$101K | 0.35% | 41 |
|
|
2023
Q1 | $583K | Buy |
4,476
+285
| +7% | +$37.1K | 0.41% | 34 |
|
|
2022
Q4 | $562K | Buy |
+4,191
| New | +$562K | 0.43% | 34 |
|