Skip to content
Disclosery

Baird Financial Group, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baird Financial Group, Inc. on JEPI, newest first. How the timeline and the estimate are built.

Baird Financial Group, Inc. held 677,213 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 677,213 shares
    Change vs previous 13F -52,694 shares

    0.05% of the 13F portfolio, value $38,249,011.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 729,907 shares
    Change vs previous 13F -279,418 shares

    0.06% of the 13F portfolio, value $41,371,167.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,009,325 shares
    Change vs previous 13F +56,285 shares

    0.09% of the 13F portfolio, value $57,773,788.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 953,040 shares
    Change vs previous 13F -430,234 shares

    0.09% of the 13F portfolio, value $54,418,584.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,383,274 shares
    Change vs previous 13F +119,026 shares

    0.14% of the 13F portfolio, value $78,639,144.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,264,248 shares
    Change vs previous 13F +51,227 shares

    0.14% of the 13F portfolio, value $72,239,132.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,213,021 shares
    Change vs previous 13F +97,804 shares

    0.13% of the 13F portfolio, value $69,785,098.

    13F-HR 0001648711-25-000009 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,115,217 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $66,366,564.

    13F-HR 0001728280-24-000014 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).