A detailed history of Baron Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Baron Wealth Management LLC holds 5,110 shares of JPM stock, worth $1.22 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
5,110
Previous 4,871 4.91%
Holding current value
$1.22 Million
Previous $985 Million 9.35%
% of portfolio
0.52%
Previous 0.51%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$194.9 - $224.8 $46,581 - $53,727
239 Added 4.91%
5,110 $1.08 Billion
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $22,870 - $26,008
-127 Reduced 2.54%
4,871 $985 Million
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $119,302 - $143,014
714 Added 16.67%
4,998 $1 Billion
Q4 2023

Jan 04, 2024

BUY
$135.69 - $170.3 $56,854 - $71,355
419 Added 10.84%
4,284 $729 Million
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $12,316 - $13,588
86 Added 2.28%
3,865 $561 Million
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $88,846 - $101,371
-697 Reduced 15.57%
3,779 $550 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $35,599 - $40,983
285 Added 6.8%
4,476 $583,000
Q4 2022

Jun 06, 2023

SELL
$101.96 - $137.84 $29,058 - $39,284
-285 Reduced 6.37%
4,191 $562 Million
Q4 2022

Apr 04, 2023

BUY
$101.96 - $137.84 $427,314 - $577,687
4,191 New
4,191 $562,000

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 $699B
  • 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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