William Blair & Company
JPM icon

William Blair & Company’s JPMorgan Chase JPM Stock Holding History

William Blair & Company’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$679M Sell
2,307,253
-2,556
-0.1% -$776K 1.94% 7
2025
Q4 		$744M Buy
2,309,809
+2,891
+0.1% +$895K 2% 7
2025
Q3 		$728M Sell
2,306,918
-22,827
-1% -$6.79M 1.94% 6
2025
Q2 		$675M Buy
2,329,745
+10,609
+0.5% +$2.71M 1.88% 6
2025
Q1 		$569M Sell
2,319,136
-65,475
-3% -$16.7M 1.72% 6
2024
Q4 		$572M Sell
2,384,611
-24,865
-1% -$5.79M 1.66% 7
2024
Q3 		$508M Buy
2,409,476
+3,777
+0.2% +$796K 1.49% 10
2024
Q2 		$487M Buy
2,405,699
+187,177
+8% +$36.6M 1.5% 9
2024
Q1 		$444M Buy
2,218,522
+3,127
+0.1% +$564K 1.4% 9
2023
Q4 		$377M Buy
2,215,395
+41,885
+2% +$6.35M 1.28% 15
2023
Q3 		$315M Buy
2,173,510
+43,479
+2% +$6.52M 1.21% 16
2023
Q2 		$310M Buy
2,130,031
+52,213
+3% +$7.18M 1.13% 15
2023
Q1 		$271M Buy
2,077,818
+23,455
+1% +$3.21M 1.08% 15
2022
Q4 		$275M Buy
2,054,363
+142,651
+7% +$18.1M 1.2% 12
2022
Q3 		$200M Buy
1,911,712
+82,801
+5% +$9.5M 0.92% 19
2022
Q2 		$206M Buy
1,828,911
+68,606
+4% +$8.5M 0.91% 16
2022
Q1 		$240M Buy
1,760,305
+32,290
+2% +$4.77M 0.84% 19
2021
Q4 		$274M Buy
1,728,015
+71,192
+4% +$11.7M 0.86% 23
2021
Q3 		$271M Buy
1,656,823
+37,097
+2% +$5.82M 0.92% 19
2021
Q2 		$252M Sell
1,619,726
-24,910
-2% -$3.91M 0.87% 21
2021
Q1 		$250M Sell
1,644,636
-18,725
-1% -$2.69M 0.94% 20
2020
Q4 		$211M Buy
1,663,361
+273,824
+20% +$30.6M 0.77% 23
2020
Q3 		$134M Sell
1,389,537
-139,115
-9% -$13.7M 0.57% 39
2020
Q2 		$144M Sell
1,528,652
-120,557
-7% -$11.4M 0.69% 31
2020
Q1 		$148M Sell
1,649,209
-76,334
-4% -$9.27M 0.93% 18
2019
Q4 		$241M Buy
1,725,543
+41,729
+2% +$5.35M 1.24% 16
2019
Q3 		$198M Buy
1,683,814
+13,197
+0.8% +$1.49M 1.14% 15
2019
Q2 		$187M Buy
1,670,617
+85,945
+5% +$9.48M 1.07% 17
2019
Q1 		$160M Buy
1,584,672
+138,927
+10% +$14.3M 0.98% 17
2018
Q4 		$141M Buy
1,445,745
+56,490
+4% +$6.02M 1.03% 15
2018
Q3 		$157M Buy
1,389,255
+5,428
+0.4% +$616K 0.96% 15
2018
Q2 		$144M Buy
1,383,827
+5,164
+0.4% +$566K 0.98% 15
2018
Q1 		$152M Buy
1,378,663
+1,260
+0.1% +$143K 1.07% 14
2017
Q4 		$147M Buy
1,377,403
+21,029
+2% +$2.13M 1% 18
2017
Q3 		$130M Buy
1,356,374
+183,383
+16% +$16.9M 0.97% 17
2017
Q2 		$107M Buy
1,172,991
+58,269
+5% +$5.03M 0.81% 21
2017
Q1 		$99.7M Buy
1,114,722
+64,778
+6% +$5.71M 0.8% 25
2016
Q4 		$90.6M Buy
1,049,944
+178,603
+20% +$13.6M 0.81% 25
2016
Q3 		$58M Buy
871,341
+13,475
+2% +$879K 0.51% 55
2016
Q2 		$53.3M Buy
857,866
+30,248
+4% +$1.89M 0.5% 59
2016
Q1 		$49M Buy
827,618
+48,652
+6% +$2.84M 0.46% 65
2015
Q4 		$51.4M Buy
778,966
+164,763
+27% +$10.7M 0.48% 64
2015
Q3 		$37.4M Buy
614,203
+43,270
+8% +$2.83M 0.32% 86
2015
Q2 		$38.7M Buy
570,933
+5,186
+0.9% +$339K 0.06% 417
2015
Q1 		$34.3M Sell
565,747
-700,554
-55% -$41.5M 0.05% 426
2014
Q4 		$79.2M Sell
1,266,301
-333,014
-21% -$20M 0.13% 222
2014
Q3 		$96.3M Sell
1,599,315
-122,721
-7% -$7.17M 0.16% 192
2014
Q2 		$99.2M Sell
1,722,036
-326,979
-16% -$18.4M 0.16% 186
2014
Q1 		$124M Sell
2,049,015
-93,108
-4% -$5.38M 0.21% 150
2013
Q4 		$125M Sell
2,142,123
-295,633
-12% -$16.2M 0.21% 141
2013
Q3 		$126M Sell
2,437,756
-104,093
-4% -$5.58M 0.22% 133
2013
Q2 		$134M Buy
+2,541,849
New +$129M 0.27% 95

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair & Company's JPM Position: Q1 2026 in Review

William Blair & Company reduced its JPMorgan Chase (JPM) stake by 0.11% in Q1 2026, selling an estimated $776K and leaving 2,307,253 shares worth $679M. The position accounts for 1.94% of the portfolio, ranked #7.

William Blair & Company first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $744M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • William Blair & Company held 2,307,253 shares of JPMorgan Chase worth $679M as of Q1 2026.
  • William Blair & Company sold 2,556 JPMorgan Chase shares in Q1 2026, an estimated $776K.
  • JPMorgan Chase made up 1.94% of William Blair & Company's portfolio in Q1 2026, its #7 holding.
  • William Blair & Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's JPMorgan Chase position peaked at $744M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.