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

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.