JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Baron Financial Group, LLC's Holding History (CIK: 0001832093)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 815 Value ($000) $263 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 815 Value ($000) $257 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 815 Value ($000) $236 Avg Close $252.67 Range $200.22 - $289.84
Q1 2024
Shares 1,680 Value ($000) $337 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,730 Value ($000) $294 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 1,730 Value ($000) $251 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 1,730 Value ($000) $252 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 1,730 Value ($000) $225 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,730 Value ($000) $232 Avg Close $117.65 Range $94.06 - $128.78
Q2 2022
Shares 1,735 Value ($000) $195,378 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 1,735 Value ($000) $236,515 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,735 Value ($000) $274,737 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 1,735 Value ($000) $284,002 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 1,735 Value ($000) $269,862 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 1,835 Value ($000) $279,342 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 1,400 Value ($000) $177,898 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 1,400 Value ($000) $134,778 Avg Close $85.44 Range $79.00 - $92.62