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JPMorgan Chase & Co. shares owned by Baron Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Baron Wealth Management from 13F filings

Historical chart of Baron Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Baron Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $729k 4.3k 170.11
2023-09-30 $561k 3.9k 145.02
2023-06-30 $550k 3.8k 145.44
2023-03-31 $583k 4.5k 130.31
2022-12-31 $562k 4.2k 134.10

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Scp Etf (IJR)
Rivian Automotive Com Cl A (RIVN)
Apple (AAPL)
Snap-on Incorporated (SNA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ford Motor Company (F)
Five Below (FIVE)
Johnson & Johnson (JNJ)
Amazon (AMZN)

View all positions for Baron Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.