Bailard’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49.6M | Buy |
151,505
+1,158
| +0.8% | +$360K | 1.01% | 22 |
|
|
2026
Q1 | $44.2M | Sell |
150,347
-4,470
| -3% | -$1.36M | 1.02% | 20 |
|
|
2025
Q4 | $49.9M | Sell |
154,817
-7,291
| -4% | -$2.26M | 1.1% | 19 |
|
|
2025
Q3 | $51.1M | Sell |
162,108
-1,215
| -0.7% | -$361K | 1.11% | 21 |
|
|
2025
Q2 | $47.3M | Buy |
163,323
+12,536
| +8% | +$3.2M | 1.1% | 22 |
|
|
2025
Q1 | $37M | Buy |
150,787
+5,921
| +4% | +$1.51M | 0.95% | 26 |
|
|
2024
Q4 | $34.7M | Buy |
144,866
+9,629
| +7% | +$2.24M | 0.89% | 25 |
|
|
2024
Q3 | $28.5M | Sell |
135,237
-704
| -0.5% | -$148K | 0.74% | 27 |
|
|
2024
Q2 | $27.5M | Buy |
135,941
+2
| +0% | +$391 | 0.76% | 28 |
|
|
2024
Q1 | $27.2M | Sell |
135,939
-1,038
| -0.8% | -$187K | 0.75% | 28 |
|
|
2023
Q4 | $23.3M | Sell |
136,977
-427
| -0.3% | -$64.7K | 0.69% | 31 |
|
|
2023
Q3 | $19.9M | Buy |
137,404
+11,423
| +9% | +$1.71M | 0.66% | 35 |
|
|
2023
Q2 | $18.3M | Sell |
125,981
-241
| -0.2% | -$33.1K | 0.64% | 34 |
|
|
2023
Q1 | $16.4M | Buy |
126,222
+2,532
| +2% | +$347K | 0.59% | 38 |
|
|
2022
Q4 | $16.6M | Buy |
123,690
+4,791
| +4% | +$607K | 0.63% | 35 |
|
|
2022
Q3 | $12.4M | Sell |
118,899
-4,222
| -3% | -$485K | 0.51% | 36 |
|
|
2022
Q2 | $13.9M | Sell |
123,121
-22,606
| -16% | -$2.8M | 0.55% | 39 |
|
|
2022
Q1 | $19.9M | Buy |
145,727
+1,337
| +0.9% | +$197K | 0.67% | 31 |
|
|
2021
Q4 | $22.9M | Buy |
144,390
+4,200
| +3% | +$690K | 0.73% | 29 |
|
|
2021
Q3 | $22.9M | Sell |
140,190
-1,297
| -0.9% | -$203K | 0.78% | 26 |
|
|
2021
Q2 | $22M | Buy |
141,487
+94
| +0.1% | +$14.8K | 0.76% | 26 |
|
|
2021
Q1 | $21.5M | Buy |
141,393
+29,721
| +27% | +$4.28M | 0.8% | 27 |
|
|
2020
Q4 | $14.2M | Buy |
111,672
+3,631
| +3% | +$406K | 0.65% | 34 |
|
|
2020
Q3 | $10.4M | Sell |
108,041
-2,715
| -2% | -$267K | 0.54% | 39 |
|
|
2020
Q2 | $10.4M | Buy |
110,756
+22,546
| +26% | +$2.14M | 0.58% | 34 |
|
|
2020
Q1 | $7.94M | Sell |
88,210
-6,375
| -7% | -$775K | 0.57% | 38 |
|
|
2019
Q4 | $13.2M | Buy |
94,585
+13,834
| +17% | +$1.77M | 0.74% | 27 |
|
|
2019
Q3 | $9.5M | Buy |
80,751
+266
| +0.3% | +$30.1K | 0.57% | 35 |
|
|
2019
Q2 | $9M | Sell |
80,485
-3,677
| -4% | -$405K | 0.55% | 39 |
|
|
2019
Q1 | $8.52M | Sell |
84,162
-4,882
| -5% | -$503K | 0.53% | 41 |
|
|
2018
Q4 | $8.69M | Sell |
89,044
-1,538
| -2% | -$164K | 0.59% | 39 |
|
|
2018
Q3 | $10.2M | Sell |
90,582
-12,249
| -12% | -$1.39M | 0.6% | 29 |
|
|
2018
Q2 | $10.7M | Sell |
102,831
-6,676
| -6% | -$732K | 0.64% | 28 |
|
|
2018
Q1 | $12M | Sell |
109,507
-207
| -0.2% | -$23.4K | 0.77% | 19 |
|
|
2017
Q4 | $11.7M | Sell |
109,714
-2,890
| -3% | -$293K | 0.74% | 21 |
|
|
2017
Q3 | $10.8M | Sell |
112,604
-15,605
| -12% | -$1.44M | 0.83% | 22 |
|
|
2017
Q2 | $11.7M | Buy |
128,209
+2,015
| +2% | +$174K | 0.95% | 20 |
|
|
2017
Q1 | $11.1M | Sell |
126,194
-1,380
| -1% | -$122K | 0.92% | 20 |
|
|
2016
Q4 | $11M | Buy |
127,574
+864
| +0.7% | +$65.9K | 1.02% | 18 |
|
|
2016
Q3 | $8.44M | Buy |
126,710
+57,214
| +82% | +$3.73M | 0.78% | 23 |
|
|
2016
Q2 | $4.32M | Buy |
+69,496
| New | +$4.34M | 0.51% | 38 |
|
|
2015
Q3 | – | Sell |
-7,483
| Closed | -$507K | – | 262 |
|
|
2015
Q2 | $507K | Buy |
7,483
+4,111
| +122% | +$268K | 0.08% | 147 |
|
|
2015
Q1 | $204K | Buy |
+3,372
| New | +$200K | 0.03% | 226 |
|
|
2014
Q4 | – | Sell |
-4,074
| Closed | -$245K | – | 247 |
|
|
2014
Q3 | $245K | Sell |
4,074
-250
| -6% | -$14.6K | 0.04% | 202 |
|
|
2014
Q2 | $247K | Sell |
4,324
-200
| -4% | -$11.2K | 0.04% | 201 |
|
|
2014
Q1 | $275K | Sell |
4,524
-13,790
| -75% | -$797K | 0.04% | 182 |
|
|
2013
Q4 | $1.07M | Buy |
18,314
+3,491
| +24% | +$191K | 0.17% | 82 |
|
|
2013
Q3 | $766K | Sell |
14,823
-20,905
| -59% | -$1.12M | 0.15% | 116 |
|
|
2013
Q2 | $1.89M | Buy |
+35,728
| New | +$1.82M | 0.34% | 66 |
|
Other funds holding JPM
Bailard's JPM Position: Q2 2026 in Review
Bailard increased its JPMorgan Chase (JPM) stake by 0.77% in Q2 2026, buying an estimated $360K and bringing the position to 151,505 shares worth $49.6M. The position accounts for 1.01% of the portfolio, ranked #22.
Bailard first reported a position in JPM in Q2 2013 and has held it in 49 quarters since. The position peaked at $51.1M in Q3 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Bailard held 151,505 shares of JPMorgan Chase worth $49.6M as of Q2 2026.
- Bailard bought 1,158 JPMorgan Chase shares in Q2 2026, an estimated $360K.
- JPMorgan Chase made up 1.01% of Bailard's portfolio in Q2 2026, its #22 holding.
- Bailard first reported a position in JPMorgan Chase in Q2 2013 and has held it in 49 quarters since.
- Bailard's JPMorgan Chase position peaked at $51.1M in Q3 2025.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.