Baird Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81B | Buy |
|
|||||
|
2025
Q1 | $1.5B | Buy |
|
|||||
|
2024
Q4 | $1.43B | Buy |
|
|||||
|
2024
Q3 | $1.24B | Buy |
|
|||||
|
2024
Q2 | $1.18B | Buy |
|
|||||
|
2024
Q1 | $1.14B | Buy |
|
|||||
|
2023
Q4 | $954M | Buy |
|
|||||
|
2023
Q3 | $765M | Buy |
|
|||||
|
2023
Q2 | $756M | Sell |
|
|||||
|
2023
Q1 | $837M | Buy |
|
|||||
|
2022
Q4 | $831M | Buy |
|
|||||
|
2022
Q3 | $580M | Buy |
|
|||||
|
2022
Q2 | $624M | Buy |
|
|||||
|
2022
Q1 | $736M | Sell |
|
|||||
|
2021
Q4 | $879M | Buy |
|
|||||
|
2021
Q3 | $892M | Buy |
|
|||||
|
2021
Q2 | $833M | Buy |
|
|||||
|
2021
Q1 | $812M | Buy |
|
|||||
|
2020
Q4 | $662M | Buy |
|
|||||
|
2020
Q3 | $490M | Buy |
|
|||||
|
2020
Q2 | $478M | Buy |
|
|||||
|
2020
Q1 | $447M | Buy |
|
|||||
|
2019
Q4 | $670M | Buy |
|
|||||
|
2019
Q3 | $559M | Buy |
|
|||||
|
2019
Q2 | $524M | Buy |
|
|||||
|
2019
Q1 | $172M | Buy |
|
|||||
|
2018
Q4 | $139M | Buy |
|
|||||
|
2018
Q3 | $128M | Buy |
|
|||||
|
2018
Q2 | $116M | Buy |
|
|||||
|
2018
Q1 | $117M | Sell |
|
|||||
|
2017
Q4 | $117M | Sell |
|
|||||
|
2017
Q3 | $108M | Buy |
|
|||||
|
2017
Q2 | $99.7M | Sell |
|
|||||
|
2017
Q1 | $97.2M | Sell |
|
|||||
|
2016
Q4 | $96.5M | Sell |
|
|||||
|
2016
Q3 | $77.7M | Buy |
|
|||||
|
2016
Q2 | $71.9M | Buy |
|
|||||
|
2016
Q1 | $42.4M | Buy |
|
|||||
|
2015
Q4 | $42.4M | Buy |
|
|||||
|
2015
Q3 | $36.7M | Sell |
|
|||||
|
2015
Q2 | $40.9M | Buy |
|