ICM
JPM icon

Islay Capital Management’s JPMorgan Chase JPM Stock Holding History

Islay Capital 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 		$139K Buy
426
+1
+0.2% +$311 0.06% 110
2026
Q1 		$125K Sell
425
-40
-9% -$12.1K 0.06% 101
2025
Q4 		$150K Hold
465
– – 0.09% 89
2025
Q3 		$147K Sell
465
-2,210
-83% -$657K 0.08% 102
2025
Q2 		$776K Sell
2,675
-223
-8% -$56.9K 0.5% 69
2025
Q1 		$711K Hold
2,898
– – 0.48% 64
2024
Q4 		$695K Buy
2,898
+58
+2% +$13.5K 0.48% 70
2024
Q3 		$599K Hold
2,840
– – 0.4% 71
2024
Q2 		$574K Sell
2,840
-163
-5% -$31.9K 0.41% 69
2024
Q1 		$602K Buy
3,003
+378
+14% +$68.2K 0.45% 66
2023
Q4 		$447K Sell
2,625
-37
-1% -$5.61K 0.34% 72
2023
Q3 		$386K Sell
2,662
-45
-2% -$6.75K 0.32% 79
2023
Q2 		$394K Buy
2,707
+45
+2% +$6.19K 0.35% 78
2023
Q1 		$347K Buy
2,662
+2,591
+3,649% +$355K 0.34% 84
2022
Q4 		$9.5K Sell
71
-142
-67% -$18K 0.01% 197
2022
Q3 		$22K Sell
213
-686
-76% -$78.7K 0.03% 186
2022
Q2 		$101K Sell
899
-3,214
-78% -$398K 0.11% 130
2022
Q1 		$561K Sell
4,113
-1,117
-21% -$165K 0.47% 47
2021
Q4 		$828K Sell
5,230
-367
-7% -$60.3K 0.63% 36
2021
Q3 		$916K Sell
5,597
-930
-14% -$146K 0.71% 33
2021
Q2 		$1.01M Sell
6,527
-371
-5% -$58.3K 0.82% 29
2021
Q1 		$1.05M Buy
6,898
+4,671
+210% +$672K 0.87% 30
2020
Q4 		$283K Hold
2,227
– – 0.26% 56
2020
Q3 		$214K Buy
2,227
+143
+7% +$14K 0.22% 64
2020
Q2 		$196K Sell
2,084
-14
-0.7% -$1.33K 0.23% 64
2020
Q1 		$189K Buy
2,098
+307
+17% +$37.3K 0.25% 56
2019
Q4 		$250K Buy
+1,791
New +$230K 0.24% 61

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 $3.37T AUM 44.26% 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

Islay Capital Management's JPM Position: Q2 2026 in Review

Islay Capital Management increased its JPMorgan Chase (JPM) stake by 0.24% in Q2 2026, buying an estimated $311 and bringing the position to 426 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #110.

Islay Capital Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.05M in Q1 2021. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Islay Capital Management held 426 shares of JPMorgan Chase worth $139K as of Q2 2026.
  • Islay Capital Management bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.06% of Islay Capital Management's portfolio in Q2 2026, its #110 holding.
  • Islay Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Islay Capital Management's JPMorgan Chase position peaked at $1.05M in Q1 2021.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Islay Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.