Baird Financial Group, Inc. Jpmorgan Chase & CO Transaction History

Baird Financial Group, Inc.

$50.2 Billion
Q3 2024

A detailed history of Baird Financial Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Baird Financial Group, Inc. holds 5,864,943 shares of JPM stock, worth $1.44 Billion. This represents 2.47% of its overall portfolio holdings.

Number of Shares

5,864,943

Previous 5,840,769 0.41%

Holding current value

$1.44 Billion

Previous $1.18 Billion 4.64%

% of portfolio

2.47%

Previous 2.48%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$194.9 - $224.8 $4.71 Million - $5.43 Million	24,174 Added 0.41%	5,864,943 $1.24 Billion
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $24.8 Million - $28.2 Million	137,538 Added 2.41%	5,840,769 $1.18 Billion
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $16.1 Million - $19.2 Million	96,062 Added 1.71%	5,703,231 $1.14 Billion
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $44.7 Million - $56.1 Million	329,139 Added 6.24%	5,607,169 $954 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $11.6 Million - $12.8 Million	80,821 Added 1.56%	5,278,030 $765 Million
Q2 2023 Aug 11, 2023	SELL	$127.47 - $145.44 $156 Million - $178 Million	-1,224,922 Reduced 19.07%	5,197,209 $756 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $27.7 Million - $31.9 Million	221,738 Added 3.58%	6,422,131 $837 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $256,015 - $1.49 Million	12,350 Added 0.22%	5,553,631 $580 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $15.6 Million - $18.9 Million	138,716 Added 2.57%	5,541,281 $624 Million
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $19.1 Million - $25.1 Million	-148,842 Reduced 2.68%	5,402,565 $736 Million
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $16.1 Million - $17.9 Million	104,357 Added 1.92%	5,551,407 $879 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $13.8 Million - $15.7 Million	93,948 Added 1.76%	5,447,050 $892 Million
Q2 2021 Aug 11, 2021	BUY	$147.37 - $166.44 $2.97 Million - $3.36 Million	20,185 Added 0.38%	5,353,102 $833 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $15.1 Million - $18.9 Million	120,166 Added 2.31%	5,332,917 $812 Million
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $12.2 Million - $16.1 Million	126,471 Added 2.49%	5,212,751 $662 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $838,680 - $953,898	9,188 Added 0.18%	5,086,280 $490 Million
Q2 2020 Oct 22, 2020	BUY	$84.03 - $113.45 $18.7 Million - $25.3 Million	223,085 Added 4.6%	5,077,092 $478 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $9.27 Million - $12.5 Million	-110,352 Reduced 2.22%	4,854,007 $578 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $12.3 Million - $22 Million	156,066 Added 3.25%	4,964,359 $447 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $6.58 Million - $8.2 Million	58,818 Added 1.24%	4,808,293 $670 Million
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $6.42 Million - $7.36 Million	61,245 Added 1.31%	4,749,475 $559 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $312 Million - $347 Million	2,984,883 Added 175.24%	4,688,230 $524 Million
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $27.2 Million - $30 Million	279,999 Added 19.67%	1,703,347 $172 Million
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $26.9 Million - $33.7 Million	291,993 Added 25.81%	1,423,348 $139 Million
Q3 2018 Nov 13, 2018	BUY	$103.61 - $118.63 $1.68 Million - $1.93 Million	16,254 Added 1.46%	1,131,355 $128 Million
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $5.13 Million - $5.68 Million	49,689 Added 4.66%	1,115,101 $116 Million
Q1 2018 May 14, 2018	SELL	$107.01 - $118.77 $2.67 Million - $2.96 Million	-24,942 Reduced 2.29%	1,065,412 $117 Million
Q4 2017 Feb 09, 2018	SELL	$95.86 - $107.83 $3.69 Million - $4.15 Million	-38,443 Reduced 3.41%	1,090,354 $117 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $3.37 Million - $3.64 Million	38,110 Added 3.49%	1,128,797 $108 Million
Q2 2017 Aug 14, 2017	BUY	N/A	1,090,687	1,090,687 $99.7 Million

Others Institutions Holding JPM

# of Institutions

4,614

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $722B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Baird Financial Group, Inc. Jpmorgan Chase & CO Transaction History