William Blair & Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675M | Buy |
2,329,745
+10,609
| +0.5% | +$3.08M | 1.88% | 6 |
|
|
2025
Q1 | $569M | Sell |
2,319,136
-65,475
| -3% | -$16.1M | 1.72% | 6 |
|
|
2024
Q4 | $572M | Sell |
2,384,611
-24,865
| -1% | -$5.96M | 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% | +$37.9M | 1.5% | 9 |
|
|
2024
Q1 | $444M | Buy |
2,218,522
+3,127
| +0.1% | +$626K | 1.4% | 9 |
|
|
2023
Q4 | $377M | Buy |
2,215,395
+41,885
| +2% | +$7.12M | 1.28% | 15 |
|
|
2023
Q3 | $315M | Buy |
2,173,510
+43,479
| +2% | +$6.31M | 1.21% | 16 |
|
|
2023
Q2 | $310M | Buy |
2,130,031
+52,213
| +3% | +$7.59M | 1.13% | 15 |
|
|
2023
Q1 | $271M | Buy |
2,077,818
+23,455
| +1% | +$3.06M | 1.08% | 15 |
|
|
2022
Q4 | $275M | Buy |
2,054,363
+142,651
| +7% | +$19.1M | 1.2% | 12 |
|
|
2022
Q3 | $200M | Buy |
1,911,712
+82,801
| +5% | +$8.65M | 0.92% | 19 |
|
|
2022
Q2 | $206M | Buy |
1,828,911
+68,606
| +4% | +$7.73M | 0.91% | 16 |
|
|
2022
Q1 | $240M | Buy |
1,760,305
+32,290
| +2% | +$4.4M | 0.84% | 19 |
|
|
2021
Q4 | $274M | Buy |
1,728,015
+71,192
| +4% | +$11.3M | 0.86% | 23 |
|
|
2021
Q3 | $271M | Buy |
1,656,823
+37,097
| +2% | +$6.07M | 0.92% | 19 |
|
|
2021
Q2 | $252M | Sell |
1,619,726
-24,910
| -2% | -$3.87M | 0.87% | 21 |
|
|
2021
Q1 | $250M | Sell |
1,644,636
-18,725
| -1% | -$2.85M | 0.94% | 20 |
|
|
2020
Q4 | $211M | Buy |
1,663,361
+273,824
| +20% | +$34.8M | 0.77% | 23 |
|
|
2020
Q3 | $134M | Sell |
1,389,537
-139,115
| -9% | -$13.4M | 0.57% | 39 |
|
|
2020
Q2 | $144M | Sell |
1,528,652
-120,557
| -7% | -$11.3M | 0.69% | 31 |
|
|
2020
Q1 | $148M | Sell |
1,649,209
-76,334
| -4% | -$6.87M | 0.93% | 18 |
|
|
2019
Q4 | $241M | Buy |
1,725,543
+41,729
| +2% | +$5.82M | 1.24% | 16 |
|
|
2019
Q3 | $198M | Buy |
1,683,814
+13,197
| +0.8% | +$1.55M | 1.14% | 15 |
|
|
2019
Q2 | $187M | Buy |
1,670,617
+85,945
| +5% | +$9.61M | 1.07% | 17 |
|
|
2019
Q1 | $160M | Buy |
1,584,672
+138,927
| +10% | +$14.1M | 0.98% | 17 |
|
|
2018
Q4 | $141M | Buy |
1,445,745
+56,490
| +4% | +$5.51M | 1.03% | 15 |
|
|
2018
Q3 | $157M | Buy |
1,389,255
+5,428
| +0.4% | +$612K | 0.96% | 15 |
|
|
2018
Q2 | $144M | Buy |
1,383,827
+5,164
| +0.4% | +$538K | 0.98% | 15 |
|
|
2018
Q1 | $152M | Buy |
1,378,663
+1,260
| +0.1% | +$139K | 1.07% | 14 |
|
|
2017
Q4 | $147M | Buy |
1,377,403
+21,029
| +2% | +$2.25M | 1% | 18 |
|
|
2017
Q3 | $130M | Buy |
1,356,374
+183,383
| +16% | +$17.5M | 0.97% | 17 |
|
|
2017
Q2 | $107M | Buy |
1,172,991
+58,269
| +5% | +$5.33M | 0.81% | 21 |
|
|
2017
Q1 | $99.7M | Buy |
1,114,722
+64,778
| +6% | +$5.79M | 0.8% | 25 |
|
|
2016
Q4 | $90.6M | Buy |
1,049,944
+178,603
| +20% | +$15.4M | 0.81% | 25 |
|
|
2016
Q3 | $58M | Buy |
871,341
+13,475
| +2% | +$897K | 0.51% | 55 |
|
|
2016
Q2 | $53.3M | Buy |
857,866
+30,248
| +4% | +$1.88M | 0.5% | 59 |
|
|
2016
Q1 | $49M | Buy |
827,618
+48,652
| +6% | +$2.88M | 0.46% | 65 |
|
|
2015
Q4 | $51.4M | Buy |
778,966
+164,763
| +27% | +$10.9M | 0.48% | 64 |
|
|
2015
Q3 | $37.4M | Buy |
614,203
+43,270
| +8% | +$2.64M | 0.32% | 86 |
|
|
2015
Q2 | $38.7M | Buy |
570,933
+5,186
| +0.9% | +$351K | 0.06% | 416 |
|
|
2015
Q1 | $34.3M | Sell |
565,747
-700,554
| -55% | -$42.4M | 0.05% | 425 |
|
|
2014
Q4 | $79.2M | Sell |
1,266,301
-333,014
| -21% | -$20.8M | 0.13% | 222 |
|
|
2014
Q3 | $96.3M | Sell |
1,599,315
-122,721
| -7% | -$7.39M | 0.16% | 192 |
|
|
2014
Q2 | $99.2M | Sell |
1,722,036
-326,979
| -16% | -$18.8M | 0.16% | 186 |
|
|
2014
Q1 | $124M | Sell |
2,049,015
-93,108
| -4% | -$5.65M | 0.21% | 150 |
|
|
2013
Q4 | $125M | Sell |
2,142,123
-295,633
| -12% | -$17.3M | 0.21% | 141 |
|
|
2013
Q3 | $126M | Sell |
2,437,756
-104,093
| -4% | -$5.38M | 0.22% | 133 |
|
|
2013
Q2 | $134M | Buy |
+2,541,849
| New | +$134M | 0.27% | 95 |
|