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JPM
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Position history for Baird Financial Group, Inc.'s holdings in JPMORGAN CHASE & CO

Baird Financial Group, Inc. holds 6.7M shares of JPM (JPMORGAN CHASE & CO), worth $2B as of 2026-Q1. The position was increased (+1.7% shares). JPM represents 3.1% of Baird Financial Group, Inc.'s portfolio.

Current Value

$2B

Current Shares

6.7M

Total Value Change

+$785.8M

Total Shares Change

+846,579

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
6.7M
+1.7%
$2B3.1%$300.26
59
2025-Q4
Increased
6.6M
+2.2%
$2.1B3.3%$321.97
60
2025-Q3
Increased
6.4M
+2.8%
$2B3.3%$312.75
60
2025-Q2
Increased
6.3M
+2.5%
$1.8B3.2%$283.07
60
2025-Q1
Increased
6.1M
+2.3%
$1.5B2.9%$237.97
56
2024-Q4
Increased
6M
+1.7%
$1.4B2.7%$233.31
56
2024-Q3
Increased
5.9M
+0.4%
$1.2B2.4%$203.96
55
2024-Q2
Increased
5.8M
+2.4%
$1.2B2.5%$194.90
56

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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