William Blair & Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675M | Buy |
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|
2025
Q1 | $569M | Sell |
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|
2024
Q4 | $572M | Sell |
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|
2024
Q3 | $508M | Buy |
|
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|
2024
Q2 | $487M | Buy |
|
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|
2024
Q1 | $444M | Buy |
|
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|
2023
Q4 | $377M | Buy |
|
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|
2023
Q3 | $315M | Buy |
|
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|
2023
Q2 | $310M | Buy |
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|
2023
Q1 | $271M | Buy |
|
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|
2022
Q4 | $275M | Buy |
|
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|
2022
Q3 | $200M | Buy |
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|
2022
Q2 | $206M | Buy |
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|
2022
Q1 | $240M | Buy |
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|
2021
Q4 | $274M | Buy |
|
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|
2021
Q3 | $271M | Buy |
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|
2021
Q2 | $252M | Sell |
|
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|
2021
Q1 | $250M | Sell |
|
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|
2020
Q4 | $211M | Buy |
|
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|
2020
Q3 | $134M | Sell |
|
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|
2020
Q2 | $144M | Sell |
|
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|
2020
Q1 | $148M | Sell |
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|
2019
Q4 | $241M | Buy |
|
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|
2019
Q3 | $198M | Buy |
|
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|
2019
Q2 | $187M | Buy |
|
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|
2019
Q1 | $160M | Buy |
|
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|
2018
Q4 | $141M | Buy |
|
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|
2018
Q3 | $157M | Buy |
|
|||||
|
2018
Q2 | $144M | Buy |
|
|||||
|
2018
Q1 | $152M | Buy |
|
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|
2017
Q4 | $147M | Buy |
|
|||||
|
2017
Q3 | $130M | Buy |
|
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|
2017
Q2 | $107M | Buy |
|
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|
2017
Q1 | $99.7M | Buy |
|
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|
2016
Q4 | $90.6M | Buy |
|
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|
2016
Q3 | $58M | Buy |
|
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|
2016
Q2 | $53.3M | Buy |
|
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|
2016
Q1 | $49M | Buy |
|
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|
2015
Q4 | $51.4M | Buy |
|
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|
2015
Q3 | $37.4M | Buy |
|
|||||
|
2015
Q2 | $38.7M | Buy |
|
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|
2015
Q1 | $34.3M | Sell |
|
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|
2014
Q4 | $79.2M | Sell |
|
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|
2014
Q3 | $96.3M | Sell |
|
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|
2014
Q2 | $99.2M | Sell |
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|
2014
Q1 | $124M | Sell |
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|
2013
Q4 | $125M | Sell |
|
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|
2013
Q3 | $126M | Sell |
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|
2013
Q2 | $134M | Buy |
|