Ownership history in BAILARD, INC. · 96 quarters on record
This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in JP MORGAN CHASE & CO COM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 154,817 | -7,291 | -4.5% | 1.10% | $49.9M | $320.77 |
| 2025 Q3 | REDUCED | 162,108 | -1,215 | -0.7% | 1.11% | $51.1M | $312.49 |
| 2025 Q2 | ADDED | 163,323 | +12,536 | +8.3% | 1.10% | $47.3M | $285.83 |
| 2025 Q1 | ADDED | 150,787 | +5,921 | +4.1% | 0.95% | $37.0M | $240.37 |
As of 2025 Q4 — sorted by position size