A detailed history of Baron Financial Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Baron Financial Group, LLC holds 1,680 shares of JPM stock, worth $349,104. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,680
Previous 1,730 2.89%
Holding current value
$349,104
Previous $294,000 14.29%
% of portfolio
0.21%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $8,354 - $10,015
-50 Reduced 2.89%
1,680 $336,000
Q4 2022

Jan 20, 2023

BUY
$101.96 - $137.84 $176,390 - $238,463
1,730 New
1,730 $0
Q2 2021

Aug 06, 2021

SELL
$147.37 - $166.44 $14,737 - $16,644
-100 Reduced 5.45%
1,735 $269,000
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $54,657 - $68,577
435 Added 31.07%
1,835 $279 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $127,792 - $145,348
1,400 New
1,400 $134,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $610B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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