Number of Shares
6.11 Mil
Current Holdings Value*
$1.50 Bil
% of Portfolio
2.88%
Total Estimate Gain
$1.04 Bil
% of Total Estimate Gain
112.41%

Baird Financial Group, Inc.'s JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Baird Financial Group, Inc. held 6.11 Mil shares of JPMorgan Chase & Co(JPM), totaling $1.50 Bil. This investment constitutes 2.88% of their stock portfolio, and Baird Financial Group, Inc. now holds 0.22% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Baird Financial Group, Inc. has made 25 purchases of JPM, at an average price of $123.92, for a total of 7.48 Mil shares. In addition, there have been 2 sales at an average price of $138.55 for 1.37 Mil shares. Based on historical transaction data and JPM's current price of $291.27, Baird Financial Group, Inc.'s estimated gain on his JPM holdings is $1.04 Bil, reflecting a 112.41% gain to date.

Baird Financial Group, Inc. JPM ($291.27) Holding Chart

Baird Financial Group, Inc. JPM ($291.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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