JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Baird Financial Group, Inc.'s Holding History (CIK: 0001648711)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,576,161 Value ($000) $2,118,971 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 6,433,054 Value ($000) $2,029,178 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 6,257,540 Value ($000) $1,814,124 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 6,106,370 Value ($000) $1,497,893 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 5,966,701 Value ($000) $1,430,278 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 5,864,943 Value ($000) $1,236,682 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 5,840,769 Value ($000) $1,181,354 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 5,703,231 Value ($000) $1,142,357 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 5,607,169 Value ($000) $953,779 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 5,278,030 Value ($000) $765,420 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 5,197,209 Value ($000) $755,882 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 6,422,131 Value ($000) $836,868 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 6,200,393 Value ($000) $831 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 5,553,631 Value ($000) $580,355 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 5,541,281 Value ($000) $624,004 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 5,402,565 Value ($000) $736,477 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 5,551,407 Value ($000) $879,065 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 5,447,050 Value ($000) $891,627 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 5,353,102 Value ($000) $832,622 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 5,332,917 Value ($000) $811,830 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 5,212,751 Value ($000) $662,384 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 5,086,280 Value ($000) $489,656 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 5,077,092 Value ($000) $477,551 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 4,964,359 Value ($000) $446,941 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 4,808,293 Value ($000) $670,276 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 4,749,475 Value ($000) $558,965 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 4,688,230 Value ($000) $524,144 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 1,703,347 Value ($000) $172,430 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 1,423,348 Value ($000) $138,947 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 1,131,355 Value ($000) $128,406 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 1,115,101 Value ($000) $116,194 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 1,065,412 Value ($000) $117,164 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 1,090,354 Value ($000) $116,603 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 1,128,797 Value ($000) $107,811 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 1,090,687 Value ($000) $99,689 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 1,106,097 Value ($000) $97,160 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 1,118,136 Value ($000) $96,484 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 1,166,299 Value ($000) $77,664 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 1,140,164 Value ($000) $71,938 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 715,404 Value ($000) $42,366 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 641,682 Value ($000) $42,370 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 602,595 Value ($000) $36,740 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 604,037 Value ($000) $40,930 Avg Close $49.14 Range $44.89 - $52.55