Baird Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81B | Buy |
6,257,540
+151,170
| +2% | +$43.8M | 3.18% | 3 |
|
|
2025
Q1 | $1.5B | Buy |
6,106,370
+139,669
| +2% | +$34.3M | 2.88% | 3 |
|
|
2024
Q4 | $1.43B | Buy |
5,966,701
+101,758
| +2% | +$24.4M | 2.74% | 3 |
|
|
2024
Q3 | $1.24B | Buy |
5,864,943
+24,174
| +0.4% | +$5.1M | 2.4% | 3 |
|
|
2024
Q2 | $1.18B | Buy |
5,840,769
+137,538
| +2% | +$27.8M | 2.45% | 3 |
|
|
2024
Q1 | $1.14B | Buy |
5,703,231
+96,062
| +2% | +$19.2M | 2.4% | 3 |
|
|
2023
Q4 | $954M | Buy |
5,607,169
+329,139
| +6% | +$56M | 2.17% | 3 |
|
|
2023
Q3 | $765M | Buy |
5,278,030
+80,821
| +2% | +$11.7M | 2.09% | 3 |
|
|
2023
Q2 | $756M | Sell |
5,197,209
-1,224,922
| -19% | -$178M | 2% | 3 |
|
|
2023
Q1 | $837M | Buy |
6,422,131
+221,738
| +4% | +$28.9M | 2.06% | 3 |
|
|
2022
Q4 | $831M | Buy |
6,200,393
+646,762
| +12% | +$86.7M | 2.19% | 3 |
|
|
2022
Q3 | $580M | Buy |
5,553,631
+12,350
| +0.2% | +$1.29M | 1.71% | 6 |
|
|
2022
Q2 | $624M | Buy |
5,541,281
+138,716
| +3% | +$15.6M | 1.73% | 5 |
|
|
2022
Q1 | $736M | Sell |
5,402,565
-148,842
| -3% | -$20.3M | 1.82% | 4 |
|
|
2021
Q4 | $879M | Buy |
5,551,407
+104,357
| +2% | +$16.5M | 2.06% | 3 |
|
|
2021
Q3 | $892M | Buy |
5,447,050
+93,948
| +2% | +$15.4M | 2.28% | 3 |
|
|
2021
Q2 | $833M | Buy |
5,353,102
+20,185
| +0.4% | +$3.14M | 2.16% | 3 |
|
|
2021
Q1 | $812M | Buy |
5,332,917
+120,166
| +2% | +$18.3M | 2.28% | 3 |
|
|
2020
Q4 | $662M | Buy |
5,212,751
+126,471
| +2% | +$16.1M | 1.98% | 3 |
|
|
2020
Q3 | $490M | Buy |
5,086,280
+9,188
| +0.2% | +$885K | 1.68% | 4 |
|
|
2020
Q2 | $478M | Buy |
5,077,092
+112,733
| +2% | +$10.6M | 1.8% | 4 |
|
|
2020
Q1 | $447M | Buy |
4,964,359
+156,066
| +3% | +$14.1M | 2.04% | 3 |
|
|
2019
Q4 | $670M | Buy |
4,808,293
+58,818
| +1% | +$8.2M | 2.41% | 3 |
|
|
2019
Q3 | $559M | Buy |
4,749,475
+61,245
| +1% | +$7.21M | 2.2% | 3 |
|
|
2019
Q2 | $524M | Buy |
4,688,230
+2,984,883
| +175% | +$334M | 2.04% | 3 |
|
|
2019
Q1 | $172M | Buy |
1,703,347
+279,999
| +20% | +$28.3M | 1.01% | 11 |
|
|
2018
Q4 | $139M | Buy |
1,423,348
+291,993
| +26% | +$28.5M | 0.94% | 15 |
|
|
2018
Q3 | $128M | Buy |
1,131,355
+16,254
| +1% | +$1.84M | 0.8% | 14 |
|
|
2018
Q2 | $116M | Buy |
1,115,101
+49,689
| +5% | +$5.18M | 0.79% | 15 |
|
|
2018
Q1 | $117M | Sell |
1,065,412
-24,942
| -2% | -$2.74M | 0.83% | 13 |
|
|
2017
Q4 | $117M | Sell |
1,090,354
-38,443
| -3% | -$4.11M | 0.83% | 15 |
|
|
2017
Q3 | $108M | Buy |
1,128,797
+38,110
| +3% | +$3.64M | 0.81% | 17 |
|
|
2017
Q2 | $99.7M | Sell |
1,090,687
-15,410
| -1% | -$1.41M | 0.78% | 18 |
|
|
2017
Q1 | $97.2M | Sell |
1,106,097
-12,039
| -1% | -$1.06M | 0.79% | 18 |
|
|
2016
Q4 | $96.5M | Sell |
1,118,136
-48,163
| -4% | -$4.16M | 0.84% | 19 |
|
|
2016
Q3 | $77.7M | Buy |
1,166,299
+26,135
| +2% | +$1.74M | 0.7% | 21 |
|
|
2016
Q2 | $71.9M | Buy |
1,140,164
+424,760
| +59% | +$26.8M | 0.66% | 24 |
|
|
2016
Q1 | $42.4M | Buy |
715,404
+73,722
| +11% | +$4.37M | 0.41% | 60 |
|
|
2015
Q4 | $42.4M | Buy |
641,682
+39,087
| +6% | +$2.58M | 0.42% | 58 |
|
|
2015
Q3 | $36.7M | Sell |
602,595
-1,442
| -0.2% | -$87.9K | 0.39% | 68 |
|
|
2015
Q2 | $40.9M | Buy |
+604,037
| New | +$40.9M | 0.4% | 75 |
|