Baird’s JPMorgan Chase JPM Stock Holding History

Baird’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$37.2M	Buy	613,676 +17,774	+3%	+$1.05M	0.38%	77
2014 Q4	$37.3M	Buy	595,902 +63,988	+12%	+$3.85M	0.4%	72
2014 Q3	$32M	Sell	531,914 -2,144	-0.4%	-$125K	0.45%	79
2014 Q2	$30.8M	Sell	534,058 -8,477	-2%	-$477K	0.43%	75
2014 Q1	$32.9M	Buy	542,535 +22,958	+4%	+$1.33M	0.48%	61
2013 Q4	$30.4M	Buy	519,577 +7,682	+2%	+$421K	0.52%	32
2013 Q3	$26.5M	Buy	511,895 +1,443	+0.3%	+$77.4K	0.49%	38
2013 Q2	$26.9M	Buy	+510,452	New	+$26M	0.54%	36

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird's JPM Position: Q1 2015 in Review

Baird increased its JPMorgan Chase (JPM) stake by 3% in Q1 2015, buying an estimated $1.05M and bringing the position to 613,676 shares worth $37.2M. The position accounts for 0.38% of the portfolio, ranked #77.

Baird first reported a position in JPM in Q2 2013 and has held it in 8 quarters since. The position peaked at $37.3M in Q4 2014. 1,804 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

Baird held 613,676 shares of JPMorgan Chase worth $37.2M as of Q1 2015.
Baird bought 17,774 JPMorgan Chase shares in Q1 2015, an estimated $1.05M.
JPMorgan Chase made up 0.38% of Baird's portfolio in Q1 2015, its #77 holding.
Baird first reported a position in JPMorgan Chase in Q2 2013 and has held it in 8 quarters since.
Baird's JPMorgan Chase position peaked at $37.3M in Q4 2014.
1,804 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.