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JPMJPM
31 quarters

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

Baird Financial Group, Inc. holds 6.8M shares of JPM (JPMORGAN CHASE & CO), worth $2.2B as of 2026-Q2. The position was increased (+1.8% shares). JPM represents 3.1% of Baird Financial Group, Inc.'s portfolio.

Current Value

$2.2B

Current Shares

6.8M

Total Value Change

+$2.1B

Total Shares Change

+5.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.8M
+1.8%
$2.2B3.1%$325.86
60
2026-Q1
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
2024-Q1
Increased
5.7M
+1.7%
$1.1B2.4%$191.89
56
2023-Q4
Increased
5.6M
+6.2%
$953.8M2.2%$161.96
58
2023-Q3
Increased
5.3M
+1.6%
$765.4M2.1%$137.07
55
2023-Q2
Decreased
5.2M
-19.1%
$755.9M2.0%$134.64
0
2023-Q1
Increased
6.4M
+3.6%
$836.9M2.1%$119.92
56
2022-Q4
Increased
6.2M
+11.7%
$831.5M2.2%$123.99
61
2022-Q3
Increased
5.6M
+0.2%
$580.4M1.7%$97.28
49
2022-Q2
Increased
5.5M
+2.6%
$624M1.7%$104.73
51
2022-Q1
Decreased
5.4M
-2.7%
$736.5M1.8%$126.72
0
2021-Q4
Increased
5.6M
+1.9%
$879.1M2.1%$142.04
56
2021-Q3
Increased
5.4M
+1.8%
$891.6M2.3%$147.85
55
2021-Q2
Increased
5.4M
+0.4%
$832.6M2.2%$136.54
54
2021-Q1
Increased
5.3M
+2.3%
$811.8M2.3%$136.04
56
2020-Q4
Increased
5.2M
+2.5%
$662.4M2.0%$109.61
51
2020-Q3
Increased
5.1M
+0.2%
$489.7M1.7%$82.60
49
2020-Q2
Increased
5.1M
+2.3%
$477.6M1.8%$79.79
50
2020-Q1
Increased
5M
+3.3%
$446.9M2.0%$79.39
55
2019-Q4
Increased
4.8M
+1.2%
$670.3M2.4%$116.96
55
2019-Q3
Increased
4.7M
+1.3%
$559M2.2%$98.53
54
2019-Q2
Increased
4.7M
+175.2%
$524.1M2.0%$92.92
87
2019-Q1
Increased
1.7M
+19.7%
$172.4M1.0%$83.49
57
2018-Q4
New
1.4M
-
$138.9M0.9%$79.22
59

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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