1. JPMorgan Chase & Co.
  2. JPMorgan Chase & Co. Ownership

Historical shareholding details of Baron Wealth Management, LLC holdings in JPMorgan Chase & Co. (JPM)

Monthly changes of Baron Wealth Management, LLC shareholding in JPMorgan Chase & Co. over the previous months

Month Name Total no. shares held Percent Holding
Jun 30, 2025 Baron Wealth Management, Llc 6,154 0.00%
Jun 30, 2025 Baron Financial Group Llc 815 0.00%
Jun 30, 2025 Baron Silver Stevens Financial Advisors, Llc 8,622 0.00%
Mar 31, 2025 Baron Silver Stevens Financial Advisors, Llc 7,788 0.00%
Mar 31, 2025 Baron Wealth Management, Llc 5,015 0.00%
Dec 31, 2024 Baron Wealth Management, Llc 5,286 0.00%
Dec 31, 2024 Baron Silver Stevens Financial Advisors, Llc 7,823 0.00%
Sep 30, 2024 Baron Silver Stevens Financial Advisors, Llc 7,640 0.00%
Sep 30, 2024 Baron Wealth Management, Llc 5,110 0.00%
Jun 30, 2024 Baron Silver Stevens Financial Advisors, Llc 7,640 0.00%
Jun 30, 2024 Baron Wealth Management, Llc 4,871 0.00%
Jun 30, 2024 Baron Financial Group Llc 0 0.00%
Mar 31, 2024 Baron Silver Stevens Financial Advisors, Llc 8,115 0.00%
Mar 31, 2024 Baron Wealth Management, Llc 4,998 0.00%
Mar 31, 2024 Baron Financial Group Llc 1,680 0.00%
Dec 31, 2023 Baron Wealth Management, Llc 4,284 0.00%
Dec 31, 2023 Baron Financial Group Llc 1,730 0.00%
Dec 31, 2023 Baron Silver Stevens Financial Advisors, Llc 6,805 0.00%
Sep 30, 2023 Baron Wealth Management, Llc 3,865 0.00%
Sep 30, 2023 Baron Financial Group Llc 1,730 0.00%
Sep 30, 2023 Baron Silver Stevens Financial Advisors, Llc 6,333 0.00%
Jun 30, 2023 Baron Wealth Management, Llc 3,779 0.00%
Jun 30, 2023 Baron Financial Group Llc 1,730 0.00%
Jun 30, 2023 Baron Silver Stevens Financial Advisors, Llc 5,828 0.00%
Mar 31, 2023 Baron Wealth Management, Llc 4,476 0.00%
Mar 31, 2023 Baron Silver Stevens Financial Advisors, Llc 3,633 0.00%
Mar 31, 2023 Baron Financial Group Llc 1,730 0.00%

View all ownership details of JPMorgan Chase & Co.