Baron Wealth Management’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 | $2M | Buy |
|
|||||
|
2025
Q2 | $1.78M | Buy |
|
|||||
|
2025
Q1 | $1.23M | Sell |
|
|||||
|
2024
Q4 | $1.27M | Buy |
|
|||||
|
2024
Q3 | $1.08M | Buy |
|
|||||
|
2024
Q2 | $985K | Sell |
|
|||||
|
2024
Q1 | $1M | Buy |
|
|||||
|
2023
Q4 | $729K | Buy |
|
|||||
|
2023
Q3 | $561K | Buy |
|
|||||
|
2023
Q2 | $550K | Sell |
|
|||||
|
2023
Q1 | $583K | Buy |
|
|||||
|
2022
Q4 | $562K | Buy |
|