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Disclosery

Baird Financial Group, Inc.: JPM position timeline

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

Baird Financial Group, Inc. held 6,806,039 JPM 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 6,806,039 shares
    Change vs previous 13F +118,691 shares

    3.06% of the 13F portfolio, value $2,227,820,767.

    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 6,687,348 shares
    Change vs previous 13F +111,187 shares

    3.07% of the 13F portfolio, value $1,967,150,200.

    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 6,576,161 shares
    Change vs previous 13F +143,107 shares

    3.3% of the 13F portfolio, value $2,118,970,742.

    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 6,433,054 shares
    Change vs previous 13F +175,514 shares

    3.26% of the 13F portfolio, value $2,029,178,288.

    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 6,257,540 shares
    Change vs previous 13F +151,170 shares

    3.18% of the 13F portfolio, value $1,814,123,537.

    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 6,106,370 shares
    Change vs previous 13F +139,669 shares

    2.88% of the 13F portfolio, value $1,497,892,668.

    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 5,966,701 shares
    Change vs previous 13F +101,758 shares

    2.74% of the 13F portfolio, value $1,430,278,009.

    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 5,864,943 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $1,236,682,006.

    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).