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Baron Wealth Management’s JPMorgan Chase JPM Stock Holding History

Baron Wealth Management’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 		$2.07M Buy
6,315
+155
+3% +$48.1K 0.54% 22
2026
Q1 		$1.81M Sell
6,160
-258
-4% -$78.3K 0.54% 21
2025
Q4 		$2.07M Buy
6,418
+92
+1% +$28.5K 0.64% 19
2025
Q3 		$2M Buy
6,326
+172
+3% +$51.2K 0.66% 17
2025
Q2 		$1.78M Buy
6,154
+1,139
+23% +$291K 0.63% 17
2025
Q1 		$1.23M Sell
5,015
-271
-5% -$69.1K 0.54% 18
2024
Q4 		$1.27M Buy
5,286
+176
+3% +$41K 0.6% 17
2024
Q3 		$1.08M Buy
5,110
+239
+5% +$50.3K 0.52% 20
2024
Q2 		$985K Sell
4,871
-127
-3% -$24.8K 0.51% 20
2024
Q1 		$1M Buy
4,998
+714
+17% +$129K 0.53% 22
2023
Q4 		$729K Buy
4,284
+419
+11% +$63.5K 0.4% 30
2023
Q3 		$561K Buy
3,865
+86
+2% +$12.9K 0.36% 42
2023
Q2 		$550K Sell
3,779
-697
-16% -$95.9K 0.35% 41
2023
Q1 		$583K Buy
4,476
+285
+7% +$39K 0.41% 34
2022
Q4 		$562K Buy
+4,191
New +$531K 0.43% 34

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Baron Wealth Management's JPM Position: Q2 2026 in Review

Baron Wealth Management increased its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, buying an estimated $48.1K and bringing the position to 6,315 shares worth $2.07M. The position accounts for 0.54% of the portfolio, ranked #22.

Baron Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.07M in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Baron Wealth Management held 6,315 shares of JPMorgan Chase worth $2.07M as of Q2 2026.
  • Baron Wealth Management bought 155 JPMorgan Chase shares in Q2 2026, an estimated $48.1K.
  • JPMorgan Chase made up 0.54% of Baron Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Baron Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's JPMorgan Chase position peaked at $2.07M in Q4 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.