A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 7,640 shares of JPM stock, worth $1.85 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,640
Previous 7,640 -0.0%
Holding current value
$1.85 Million
Previous $1.55 Million 4.21%
% of portfolio
0.28%
Previous 0.29%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $85,538 - $97,275
-475 Reduced 5.85%
7,640 $1.55 Million
Q1 2024

May 02, 2024

BUY
$167.09 - $200.3 $218,887 - $262,393
1,310 Added 19.25%
8,115 $1.63 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $64,045 - $80,381
472 Added 7.45%
6,805 $1.16 Million
Q3 2023

Oct 31, 2023

BUY
$143.21 - $158.0 $72,321 - $79,790
505 Added 8.67%
6,333 $918,000
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $279,796 - $319,240
2,195 Added 60.42%
5,828 $847,000
Q1 2023

Apr 18, 2023

BUY
$124.91 - $143.8 $48,839 - $56,225
391 Added 12.06%
3,633 $473,000
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $5,607 - $7,581
55 Added 1.73%
3,242 $434,000
Q3 2022

Nov 02, 2022

SELL
$20.73 - $120.58 $22,346 - $129,985
-1,078 Reduced 25.28%
3,187 $850,000
Q2 2022

Jul 26, 2022

BUY
$112.61 - $135.91 $217,900 - $262,985
1,935 Added 83.05%
4,265 $480,000
Q1 2022

May 03, 2022

BUY
$128.3 - $168.44 $22,067 - $28,971
172 Added 7.97%
2,330 $317,000
Q4 2021

Jan 31, 2022

BUY
$153.94 - $171.78 $30,018 - $33,497
195 Added 9.93%
2,158 $341,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $268,073 - $304,571
-1,824 Reduced 48.16%
1,963 $321,000
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $297,540 - $336,042
2,019 Added 114.2%
3,787 $589,000
Q1 2021

Apr 27, 2021

SELL
$125.65 - $157.65 $2,764 - $3,468
-22 Reduced 1.23%
1,768 $269,000
Q4 2020

Mar 19, 2021

BUY
$96.54 - $127.07 $172,806 - $227,455
1,790 New
1,790 $227,000

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 $711B
  • 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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