William Blair & Company
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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
2017
Q3 		– Sell
-400
Closed -$37K – 1435
2017
Q2 		$37K Sell
400
-3,600
-90% -$311K ﹤0.01% 1488
2017
Q1 		$351K Buy
+4,000
New +$353K ﹤0.01% 1015

Other funds holding JPM

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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

William Blair & Company's JPM Position: Q2 2026 in Review

William Blair & Company reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $11.5M and leaving 2,270,360 shares worth $743M. The position accounts for 1.94% of the portfolio, ranked #8.

William Blair & Company first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $744M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • William Blair & Company held 2,270,360 shares of JPMorgan Chase worth $743M as of Q2 2026.
  • William Blair & Company sold 36,893 JPMorgan Chase shares in Q2 2026, an estimated $11.5M.
  • JPMorgan Chase made up 1.94% of William Blair & Company's portfolio in Q2 2026, its #8 holding.
  • William Blair & Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • William Blair & Company's JPMorgan Chase position peaked at $744M in Q4 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.