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
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 $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 Investment Management's JPM Position: Q1 2026 in Review

William Blair Investment Management reduced its JPMorgan Chase (JPM) stake by 0.71% in Q1 2026, selling an estimated $44.6K and leaving 20,562 shares worth $6.05M. The position accounts for 0.02% of the portfolio, ranked #329.

William Blair Investment Management first reported a position in JPM in Q4 2016 and has held it in 22 quarters since. The position peaked at $73.2M in Q4 2019. 5,050 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • William Blair Investment Management held 20,562 shares of JPMorgan Chase worth $6.05M as of Q1 2026.
  • William Blair Investment Management sold 147 JPMorgan Chase shares in Q1 2026, an estimated $44.6K.
  • JPMorgan Chase made up 0.02% of William Blair Investment Management's portfolio in Q1 2026, its #329 holding.
  • William Blair Investment Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 22 quarters since.
  • William Blair Investment Management's JPMorgan Chase position peaked at $73.2M in Q4 2019.
  • 5,050 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on William Blair Investment Management's 13F filing for Q1 2026, filed 8 May 2026.