JP Morgan Chase’s Williams-Sonoma WSM Stock Holding History

JP Morgan Chase’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,000	Closed	-$404K	–	7939
2023 Q4	$404K	Hold	4,000	–	–	﹤0.01%	4929
2023 Q3	$311K	Sell	4,000 -600	-13%	-$41.3K	﹤0.01%	4768
2023 Q2	$288K	Buy	+4,600	New	+$274K	﹤0.01%	4847
2023 Q1	–	Sell	-3,800	Closed	-$218K	–	7277
2022 Q4	$218K	Buy	3,800 +3,000	+375%	+$180K	﹤0.01%	4994
2022 Q3	$47K	Buy	+800	New	+$56.8K	﹤0.01%	5569
2022 Q2	–	Sell	-37,800	Closed	-$2.74M	–	6932
2022 Q1	$2.74M	Buy	37,800 +12,800	+51%	+$969K	﹤0.01%	3503
2021 Q4	$2.11M	Hold	25,000	–	–	﹤0.01%	3820
2021 Q3	$2.22M	Buy	+25,000	New	+$2.12M	﹤0.01%	3707
2020 Q1	–	Sell	-165,200	Closed	-$6.07M	–	5780
2019 Q4	$6.07M	Sell	165,200 -81,600	-33%	-$2.83M	﹤0.01%	2537
2019 Q3	$8.39M	Buy	246,800 +100,000	+68%	+$3.31M	﹤0.01%	2271
2019 Q2	$4.72M	Buy	+146,800	New	+$4.21M	﹤0.01%	2696
2014 Q4	–	Sell	-100,000	Closed	-$3.33M	–	4392
2014 Q3	$3.33M	Buy	+100,000	New	+$3.46M	﹤0.01%	2619

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase's WSM Position: Q2 2026 in Review

JP Morgan Chase reduced its Williams-Sonoma (WSM) stake by 29% in Q2 2026, selling an estimated $49.1M and leaving 593,806 shares worth $144M. The position accounts for 0.01% of the portfolio, ranked #895.

JP Morgan Chase first reported a position in WSM in Q2 2013 and has held it in 53 quarters since. The position peaked at $565M in Q2 2013. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

JP Morgan Chase held 593,806 shares of Williams-Sonoma worth $144M as of Q2 2026.
JP Morgan Chase sold 247,606 Williams-Sonoma shares in Q2 2026, an estimated $49.1M.
Williams-Sonoma made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #895 holding.
JP Morgan Chase first reported a position in Williams-Sonoma in Q2 2013 and has held it in 53 quarters since.
JP Morgan Chase's Williams-Sonoma position peaked at $565M in Q2 2013.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.