William Blair Investment Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.5M Sell
2025
Q2
$21.7M Sell
2025
Q1
$48.9M Buy
2024
Q4
$34.3M Buy
2020
Q4
Sell
2020
Q3
$45M Sell
2020
Q2
$49.1M Sell
2020
Q1
$57.4M Buy
2019
Q4
$73.2M Buy
2019
Q3
$61.2M Buy
2019
Q2
$57.8M Buy
2019
Q1
$51.8M Buy
2018
Q4
$49.8M Sell
2018
Q3
$68.4M Sell
2018
Q2
$63.6M Sell
2018
Q1
$67.5M Sell
2017
Q4
$67.2M Sell
2017
Q3
$68.8M Sell
2017
Q2
$66.5M Sell
2017
Q1
$64.6M Sell
2016
Q4
$65M Buy