Baron Financial Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1832093 Fair Lawn, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$266,773

+$27,033 QoQ

Shares Held

815

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#4,755

of 5,058 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Baron Financial Group, LLC holds $1,359,720 across 2 Banks - Diversified names. JPM ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	C	Citigroup Inc	7,809	$1,092,947
2	JPM	Jpmorgan Chase & Co This page	815	$266,773

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,773	815	0.0%	Shares	Sole	2026-07-09
2026-03-31	$239,740	815	0.0%	Shares	Sole	2026-04-09
2025-12-31	$262,609	815	0.0%	Shares	Sole	2026-01-09
2025-09-30	$257,075	815	0.0%	Shares	Sole	2025-10-08
2025-06-30	$236,276	815	-51.5%	Shares	Sole	2025-07-09
2024-03-31	$336,504	1,680	-2.9%	Shares	Sole	2024-04-30
2023-12-31	$294,273	1,730	0.0%	Shares	Sole	2024-01-22
2023-09-30	$250,884	1,730	0.0%	Shares	Sole	2023-10-19
2023-06-30	$251,611	1,730	0.0%	Shares	Sole	2023-08-03
2023-03-31	$225,436	1,730	0.0%	Shares	Sole	2023-04-06
2022-12-31	$231,993	1,730	-0.3%	Shares	Sole	2023-01-20
2022-06-30	$195,378	1,735	0.0%	Shares	Sole	2022-08-11
2022-03-31	$236,515	1,735	0.0%	Shares	Sole	2022-05-13
2021-12-31	$274,737	1,735	0.0%	Shares	Sole	2022-02-09
2021-09-30	$284,002	1,735	0.0%	Shares	Sole	2021-11-12
2021-06-30	$269,861	1,735	-5.4%	Shares	Sole	2021-08-06
2021-03-31	$279,342	1,835	+31.1%	Shares	Sole	2021-09-01
2020-12-31	$177,898	1,400	0.0%	Shares	Sole	2021-09-01
2020-09-30	$134,778	1,400	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.