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

William Blair Investment Management’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
2026
Q2 		$5.59M Sell
17,088
-3,474
-17% -$1.08M 0.02% 326
2026
Q1 		$6.05M Sell
20,562
-147
-0.7% -$44.6K 0.02% 329
2025
Q4 		$6.67M Sell
20,709
-9,394
-31% -$2.91M 0.02% 333
2025
Q3 		$9.5M Sell
30,103
-44,855
-60% -$13.3M 0.02% 321
2025
Q2 		$21.7M Sell
74,958
-124,581
-62% -$31.8M 0.06% 275
2025
Q1 		$48.9M Buy
199,539
+56,577
+40% +$14.4M 0.14% 147
2024
Q4 		$34.3M Buy
+142,962
New +$33.3M 0.08% 218
2020
Q4 		– Sell
-467,224
Closed -$45M – 359
2020
Q3 		$45M Sell
467,224
-55,030
-11% -$5.4M 0.18% 129
2020
Q2 		$49.1M Sell
522,254
-115,205
-18% -$10.9M 0.2% 127
2020
Q1 		$57.4M Buy
637,459
+112,707
+21% +$13.7M 0.28% 103
2019
Q4 		$73.2M Buy
524,752
+5,146
+1% +$660K 0.29% 104
2019
Q3 		$61.2M Buy
519,606
+2,525
+0.5% +$286K 0.26% 105
2019
Q2 		$57.8M Buy
517,081
+5,382
+1% +$593K 0.24% 110
2019
Q1 		$51.8M Buy
511,699
+1,813
+0.4% +$187K 0.22% 117
2018
Q4 		$49.8M Sell
509,886
-96,247
-16% -$10.3M 0.25% 108
2018
Q3 		$68.4M Sell
606,133
-4,578
-0.7% -$520K 0.24% 120
2018
Q2 		$63.6M Sell
610,711
-2,814
-0.5% -$309K 0.24% 127
2018
Q1 		$67.5M Sell
613,525
-15,037
-2% -$1.7M 0.26% 113
2017
Q4 		$67.2M Sell
628,562
-91,347
-13% -$9.25M 0.26% 117
2017
Q3 		$68.8M Sell
719,909
-8,028
-1% -$740K 0.25% 125
2017
Q2 		$66.5M Sell
727,937
-7,781
-1% -$671K 0.24% 118
2017
Q1 		$64.6M Sell
735,718
-17,924
-2% -$1.58M 0.24% 125
2016
Q4 		$65M Buy
+753,642
New +$57.5M 0.26% 123

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Investment Management's JPM Position: Q2 2026 in Review

William Blair Investment Management reduced its JPMorgan Chase (JPM) stake by 17% in Q2 2026, selling an estimated $1.08M and leaving 17,088 shares worth $5.59M. The position accounts for 0.02% of the portfolio, ranked #326.

William Blair Investment Management first reported a position in JPM in Q4 2016 and has held it in 23 quarters since. The position peaked at $73.2M in Q4 2019. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • William Blair Investment Management held 17,088 shares of JPMorgan Chase worth $5.59M as of Q2 2026.
  • William Blair Investment Management sold 3,474 JPMorgan Chase shares in Q2 2026, an estimated $1.08M.
  • JPMorgan Chase made up 0.02% of William Blair Investment Management's portfolio in Q2 2026, its #326 holding.
  • William Blair Investment Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 23 quarters since.
  • William Blair Investment Management's JPMorgan Chase position peaked at $73.2M in Q4 2019.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.