William Blair Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Sell |
74,958
-124,581
| -62% | -$36.1M | 0.06% | 275 |
|
|
2025
Q1 | $48.9M | Buy |
199,539
+56,577
| +40% | +$13.9M | 0.14% | 147 |
|
|
2024
Q4 | $34.3M | Buy |
+142,962
| New | +$34.3M | 0.08% | 218 |
|
|
2020
Q4 | – | Sell |
-467,224
| Closed | -$45M | – | 359 |
|
|
2020
Q3 | $45M | Sell |
467,224
-55,030
| -11% | -$5.3M | 0.18% | 129 |
|
|
2020
Q2 | $49.1M | Sell |
522,254
-115,205
| -18% | -$10.8M | 0.2% | 127 |
|
|
2020
Q1 | $57.4M | Buy |
637,459
+112,707
| +21% | +$10.1M | 0.28% | 103 |
|
|
2019
Q4 | $73.2M | Buy |
524,752
+5,146
| +1% | +$717K | 0.29% | 104 |
|
|
2019
Q3 | $61.2M | Buy |
519,606
+2,525
| +0.5% | +$297K | 0.26% | 105 |
|
|
2019
Q2 | $57.8M | Buy |
517,081
+5,382
| +1% | +$602K | 0.24% | 110 |
|
|
2019
Q1 | $51.8M | Buy |
511,699
+1,813
| +0.4% | +$184K | 0.22% | 117 |
|
|
2018
Q4 | $49.8M | Sell |
509,886
-96,247
| -16% | -$9.4M | 0.25% | 108 |
|
|
2018
Q3 | $68.4M | Sell |
606,133
-4,578
| -0.7% | -$517K | 0.24% | 119 |
|
|
2018
Q2 | $63.6M | Sell |
610,711
-2,814
| -0.5% | -$293K | 0.24% | 127 |
|
|
2018
Q1 | $67.5M | Sell |
613,525
-15,037
| -2% | -$1.65M | 0.26% | 113 |
|
|
2017
Q4 | $67.2M | Sell |
628,562
-91,347
| -13% | -$9.77M | 0.26% | 117 |
|
|
2017
Q3 | $68.8M | Sell |
719,909
-8,028
| -1% | -$767K | 0.25% | 125 |
|
|
2017
Q2 | $66.5M | Sell |
727,937
-7,781
| -1% | -$711K | 0.24% | 118 |
|
|
2017
Q1 | $64.6M | Sell |
735,718
-17,924
| -2% | -$1.57M | 0.24% | 125 |
|
|
2016
Q4 | $65M | Buy |
+753,642
| New | +$65M | 0.26% | 123 |
|