Position in JPM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,967,150,287
-$151,820,309 QoQ
Shares Held
6,687,348
+1.7% QoQ
Ownership
0.250%
of shares outstanding
% of Portfolio
4.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.94146379102747.ToString("F0")%
Shared 0.023193050518680945.ToString("F0")%
None 1.0353431584538446.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Baird Financial Group, Inc. holds $2,841,952,154 across 10 Banks - Diversified names. JPM ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
6,687,348 | $1,967,150,287 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
5,982,815 | $476,291,901 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,833,405 | $333,128,493 | |
| 4 | C |
Citigroup Inc
|
384,533 | $43,609,887 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
84,157 | $9,983,543 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
41,181 | $5,573,436 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
38,235 | $3,622,765 | |
| 8 | RY |
Royal Bank Of Canada
|
11,467 | $1,855,130 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,967,150,287 | 6,687,348 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,118,970,596 | 6,576,161 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,029,178,221 | 6,433,054 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,814,123,419 | 6,257,540 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,497,892,560 | 6,106,370 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,430,277,895 | 5,966,701 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,236,681,879 | 5,864,943 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,181,353,937 | 5,840,769 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,142,357,169 | 5,703,231 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $953,779,446 | 5,607,169 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $765,419,909 | 5,278,030 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $755,882,075 | 5,197,209 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $836,867,889 | 6,422,131 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $831,472,700 | 6,200,393 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $580,354,439 | 5,553,631 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $624,003,651 | 5,541,281 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $736,477,660 | 5,402,565 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $879,065,297 | 5,551,407 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $891,627,613 | 5,447,050 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $832,621,484 | 5,353,102 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $811,829,954 | 5,332,917 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $662,384,269 | 5,212,751 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $489,656,175 | 5,086,280 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $477,551,273 | 5,077,092 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $446,941,239 | 4,964,359 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||