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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,000
Closed -$145K 1851
2018
Q3
$145K Hold
2,000
﹤0.01% 1336
2018
Q2
$127K Hold
2,000
﹤0.01% 1326
2018
Q1
$139K Hold
2,000
﹤0.01% 1238
2017
Q4
$133K Hold
2,000
﹤0.01% 1303
2017
Q3
$108K Buy
+2,000
New +$102K ﹤0.01% 1304

William Blair & Company's JPM.WS Position: Q4 2018 in Review

William Blair & Company sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 2,000 shares — an estimated $145K sold.

William Blair & Company first reported a position in JPM.WS in Q3 2017 and held it in 5 quarters. The position peaked at $145K in Q3 2018. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.

  • William Blair & Company reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • William Blair & Company sold 2,000 JPMorgan Chase shares in Q4 2018, an estimated $145K.
  • William Blair & Company first reported a position in JPMorgan Chase in Q3 2017 and held it in 5 quarters.
  • William Blair & Company's JPMorgan Chase position peaked at $145K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on William Blair & Company's 13F filing for Q4 2018, filed 14 Feb 2019.