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 $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase's WSM Position: Q1 2026 in Review

JP Morgan Chase increased its Williams-Sonoma (WSM) stake by 75% in Q1 2026, buying an estimated $72M and bringing the position to 841,412 shares worth $149M. The position accounts for 0.01% of the portfolio, ranked #812.

JP Morgan Chase first reported a position in WSM in Q2 2013 and has held it in 52 quarters since. The position peaked at $565M in Q2 2013. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

JP Morgan Chase held 841,412 shares of Williams-Sonoma worth $149M as of Q1 2026.
JP Morgan Chase bought 360,673 Williams-Sonoma shares in Q1 2026, an estimated $72M.
Williams-Sonoma made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #812 holding.
JP Morgan Chase first reported a position in Williams-Sonoma in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's Williams-Sonoma position peaked at $565M in Q2 2013.
925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.