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Livermore
Livermore
ZHEN

Baird Financial Group, Inc.

SEC CIK
0001648711
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Baird Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
6,806,039
Value
$2.23B
% of portfolio
3.1%
Quarters held
22
Since Q1 2021
Holdings of JPM by Baird Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,806,039$2.23B3.1%+118,691+1.8%AddedHolders
Q1 20266,687,348$1.97B3.1%+111,187+1.7%AddedHolders
Q4 20256,576,161$2.12B3.3%+143,107+2.2%AddedHolders
Q3 20256,433,054$2.03B3.3%+175,514+2.8%AddedHolders
Q2 20256,257,540$1.81B3.2%+151,170+2.5%AddedHolders
Q1 20256,106,370$1.50B2.9%+139,669+2.3%AddedHolders
Q4 20245,966,701$1.43B2.7%+101,758+1.7%AddedHolders
Q3 20245,864,943$1.24B2.4%+24,174+0.4%AddedHolders
Q2 20245,840,769$1.18B2.5%+137,538+2.4%AddedHolders
Q1 20245,703,231$1.14B2.4%+96,062+1.7%AddedHolders
Q4 20235,607,169$953.8M2.2%+329,139+6.2%AddedHolders
Q3 20235,278,030$765.4M2.1%+80,821+1.6%AddedHolders
Q2 20235,197,209$755.9M2.0%−1,224,922−19.1%ReducedHolders
Q1 20236,422,131$836.9M2.1%+221,738+3.6%AddedHolders
Q4 20226,200,393$831.5M2.2%+646,762+11.6%AddedHolders
Q3 20225,553,631$580.4M1.7%+12,350+0.2%AddedHolders
Q2 20225,541,281$624.0M1.7%+138,716+2.6%AddedHolders
Q1 20225,402,565$736.5M1.8%−148,842−2.7%ReducedHolders
Q4 20215,551,407$879.1M2.1%+104,357+1.9%AddedHolders
Q3 20215,447,050$891.6M2.3%+93,948+1.8%AddedHolders
Q2 20215,353,102$832.6M2.2%+20,185+0.4%AddedHolders
Q1 20215,332,917$811.8M2.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.