JPM MORGAN J P & CO INC COM COM

Ownership history in BLAIR WILLIAM & CO/IL  ·  110 quarters on record

AI Ownership Summary

BLAIR WILLIAM & CO/IL reported MORGAN J P & CO INC COM COM (JPM) in 110 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.0% in 2025 Q4. The latest visible filing shows JPM at 2.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLAIR WILLIAM & CO/IL's position in MORGAN J P & CO INC COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPM was reported at 2.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BLAIR WILLIAM & CO/IL held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,309,809 +2,891 +0.1% 2.00% $744.3M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 2,306,918 -22,827 -1.0% 1.94% $727.7M 2025-11-12 $318.97
2025 Q2 ADDED 2,329,745 +10,609 +0.5% 1.88% $675.4M 2025-07-24 $293.79
2025 Q1 REDUCED 2,319,136 -65,475 -2.7% 1.72% $568.9M 2025-05-09 $249.52
2024 Q4 REDUCED 2,384,611 -24,865 -1.0% 1.66% $571.6M 2025-02-12 $269.92
2024 Q3 ADDED 2,409,476 +3,777 +0.2% 1.49% $508.1M 2024-11-12 $233.54
2024 Q2 ADDED 2,405,699 +187,177 +8.4% 1.50% $486.6M 2024-08-12 $199.78
2024 Q1 ADDED 2,218,522 +3,127 +0.1% 1.40% $444.4M 2024-05-09 $190.31
2023 Q4 ADDED 2,215,395 +41,885 +1.9% 1.28% $376.8M 2024-02-12 $168.41
101 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BLAIR WILLIAM & CO/IL and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLAIR WILLIAM & CO/IL reported owning JPM?

BLAIR WILLIAM & CO/IL reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in BLAIR WILLIAM & CO/IL's portfolio?

The largest reported portfolio weight for JPM was 2.00% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when BLAIR WILLIAM & CO/IL reported 2,309,809 shares, equal to 2.00% of portfolio, with an estimated market value of $744.3M.

What does the chart on this JPM ownership page compare?

The chart compares BLAIR WILLIAM & CO/IL's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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