Bank Julius Baer & Co
JPM icon

Bank Julius Baer & Co’s JPMorgan Chase JPM Stock Holding History

Bank Julius Baer & Co’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
2026
Q1 		$588M Sell
2,012,100
-152,999
-7% -$46.4M 1.77% 13
2025
Q4 		$698M Buy
2,165,099
+29,916
+1% +$9.26M 1.93% 11
2025
Q3 		$673M Buy
2,135,183
+37,902
+2% +$11.3M 1.9% 12
2025
Q2 		$608M Sell
2,097,281
-15,212
-0.7% -$3.88M 1.81% 13
2025
Q1 		$518M Sell
2,112,493
-14,590
-0.7% -$3.72M 1.68% 14
2024
Q4 		$550M Buy
2,127,083
+134,919
+7% +$31.4M 1.7% 14
2024
Q3 		$478M Sell
1,992,164
-148,341
-7% -$31.2M 1.61% 14
2024
Q2 		$472M Sell
2,140,505
-422,370
-16% -$82.6M 1.8% 12
2024
Q1 		$511M Buy
2,562,875
+340,828
+15% +$61.5M 1.96% 13
2023
Q4 		$430M Buy
2,222,047
+98,897
+5% +$15M 1.82% 12
2023
Q3 		$308M Buy
2,123,150
+66,403
+3% +$9.95M 1.79% 13
2023
Q2 		$299M Sell
2,056,747
-46,657
-2% -$6.42M 1.78% 12
2023
Q1 		$274M Buy
2,103,404
+105,197
+5% +$14.4M 1.74% 13
2022
Q4 		$268M Buy
1,998,207
+93,819
+5% +$11.9M 1.83% 11
2022
Q3 		$199M Sell
1,904,388
-84,184
-4% -$9.66M 1.51% 19
2022
Q2 		$224M Buy
1,988,572
+16,985
+0.9% +$2.1M 1.58% 20
2022
Q1 		$269M Buy
1,971,587
+33,584
+2% +$4.96M 1.61% 16
2021
Q4 		$307M Sell
1,938,003
-157,396
-8% -$25.8M 1.64% 16
2021
Q3 		$343M Buy
2,095,399
+34,611
+2% +$5.43M 2.13% 11
2021
Q2 		$321M Buy
2,060,788
+87,724
+4% +$13.8M 2.04% 10
2021
Q1 		$300M Buy
1,973,064
+950,108
+93% +$137M 2.25% 9
2020
Q4 		$130M Buy
1,022,956
+35,464
+4% +$3.96M 1.07% 24
2020
Q3 		$95.1M Sell
987,492
-211,297
-18% -$20.7M 0.93% 29
2020
Q2 		$113M Buy
1,198,789
+1,197,167
+73,808% +$114M 1.31% 17
2020
Q1 		$146K Buy
+1,622
New +$197K ﹤0.01% 443

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank Julius Baer & Co's JPM Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its JPMorgan Chase (JPM) stake by 7.1% in Q1 2026, selling an estimated $46.4M and leaving 2,012,100 shares worth $588M. The position accounts for 1.77% of the portfolio, ranked #13.

Bank Julius Baer & Co first reported a position in JPM in Q1 2020 and has held it in 25 quarters since. The position peaked at $698M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bank Julius Baer & Co held 2,012,100 shares of JPMorgan Chase worth $588M as of Q1 2026.
  • Bank Julius Baer & Co sold 152,999 JPMorgan Chase shares in Q1 2026, an estimated $46.4M.
  • JPMorgan Chase made up 1.77% of Bank Julius Baer & Co's portfolio in Q1 2026, its #13 holding.
  • Bank Julius Baer & Co first reported a position in JPMorgan Chase in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's JPMorgan Chase position peaked at $698M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.