JP Morgan Chase
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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
-4,600
Closed -$464K – 7940
2023
Q4 		$464K Hold
4,600
– – ﹤0.01% 4848
2023
Q3 		$357K Hold
4,600
– – ﹤0.01% 4684
2023
Q2 		$288K Buy
4,600
+3,000
+188% +$179K ﹤0.01% 4848
2023
Q1 		$97K Sell
1,600
-92,800
-98% -$5.79M ﹤0.01% 5443
2022
Q4 		$5.42M Buy
+94,400
New +$5.67M ﹤0.01% 2755
2022
Q2 		– Sell
-25,800
Closed -$1.87M – 6933
2022
Q1 		$1.87M Buy
25,800
+24,200
+1,513% +$1.83M ﹤0.01% 3815
2021
Q4 		$135K Sell
1,600
-29,000
-95% -$2.7M ﹤0.01% 5556
2021
Q3 		$2.71M Buy
+30,600
New +$2.59M ﹤0.01% 3525
2021
Q2 		– Sell
-80,000
Closed -$7.17M – 6646
2021
Q1 		$7.17M Buy
+80,000
New +$5.4M ﹤0.01% 2656
2020
Q4 		– Sell
-244,400
Closed -$10.9M – 5968
2020
Q3 		$10.9M Buy
+244,400
New +$10.9M ﹤0.01% 1974
2018
Q2 		– Sell
-30,000
Closed -$791K – 5719
2018
Q1 		$791K Buy
30,000
+5,200
+21% +$137K ﹤0.01% 3806
2017
Q4 		$641K Buy
24,800
+20,800
+520% +$530K ﹤0.01% 3959
2017
Q3 		$101K Buy
4,000
+1,400
+54% +$32.5K ﹤0.01% 4302
2017
Q2 		$63K Buy
+2,600
New +$66.4K ﹤0.01% 4304
2017
Q1 		– Sell
-2,600
Closed -$63K – 5260
2016
Q4 		$63K Buy
+2,600
New +$66.3K ﹤0.01% 4503
2014
Q4 		– Sell
-200,000
Closed -$6.66M – 4393
2014
Q3 		$6.66M Buy
+200,000
New +$6.93M ﹤0.01% 2181

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
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.