Baird Financial Group, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1648711 MILWAUKEE, WI

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,227,820,745

+$260,670,458 QoQ

Shares Held

6,806,039

+1.8% QoQ

Ownership

0.256%

of shares outstanding

% of Portfolio

4.12%

of 13F equity value

Holder Rank

#43

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Baird Financial Group, Inc. holds $3,218,198,815 across 11 Banks - Diversified names. JPM ranks #1 (69.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,806,039	$2,227,820,745
2	WFC	Wells Fargo & Company/Mn	6,155,916	$508,724,898
3	BAC	Bank Of America Corp /De/	6,974,169	$397,388,148
4	C	Citigroup Inc	384,306	$53,787,466
5	BNY	Bank of New York Mellon Corp	98,910	$14,303,373
6	BMO	Bank Of Montreal /Can/	43,080	$7,612,235
7	CM	Canadian Imperial Bank Of Commerce /Can/	39,183	$4,506,045
8	RY	Royal Bank Of Canada	13,121	$2,715,652

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,227,820,745	6,806,039	+1.8%	Shares	Defined	2026-08-12
2026-03-31	$1,967,150,287	6,687,348	+1.7%	Shares	Defined	2026-05-14
2025-12-31	$2,118,970,596	6,576,161	+2.2%	Shares	Defined	2026-02-13
2025-09-30	$2,029,178,221	6,433,054	+2.8%	Shares	Defined	2025-11-13
2025-06-30	$1,814,123,419	6,257,540	+2.5%	Shares	Defined	2025-08-13
2025-03-31	$1,497,892,560	6,106,370	+2.3%	Shares	Defined	2025-05-15
2024-12-31	$1,430,277,895	5,966,701	+1.7%	Shares	Defined	2025-02-14
2024-09-30	$1,236,681,879	5,864,943	+0.4%	Shares	Defined	2024-11-14
2024-06-30	$1,181,353,937	5,840,769	+2.4%	Shares	Defined	2024-08-14
2024-03-31	$1,142,357,169	5,703,231	+1.7%	Shares	Defined	2024-05-14
2023-12-31	$953,779,446	5,607,169	+6.2%	Shares	Defined	2024-02-14
2023-09-30	$765,419,909	5,278,030	+1.6%	Shares	Defined	2023-11-13
2023-06-30	$755,882,075	5,197,209	-19.1%	Shares	Defined	2023-08-11
2023-03-31	$836,867,889	6,422,131	+3.6%	Shares	Defined	2023-05-15
2022-12-31	$831,472,700	6,200,393	+11.6%	Shares	Defined	2023-02-13
2022-09-30	$580,354,439	5,553,631	+0.2%	Shares	Defined	2022-11-15
2022-06-30	$624,003,651	5,541,281	+2.6%	Shares	Defined	2022-08-08
2022-03-31	$736,477,660	5,402,565	-2.7%	Shares	Defined	2022-05-13
2021-12-31	$879,065,297	5,551,407	+1.9%	Shares	Defined	2022-02-09
2021-09-30	$891,627,613	5,447,050	+1.8%	Shares	Defined	2021-11-12
2021-06-30	$832,621,484	5,353,102	+0.4%	Shares	Defined	2021-08-11
2021-03-31	$811,829,954	5,332,917	+2.3%	Shares	Defined	2021-05-13
2020-12-31	$662,384,269	5,212,751	+2.5%	Shares	Defined	2021-02-11
2020-09-30	$489,656,175	5,086,280	+0.2%	Shares	Defined	2020-11-12
2020-06-30	$477,551,273	5,077,092	+2.3%	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.