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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
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 $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

Islay Capital Management's JPM Position: Q1 2026 in Review

Islay Capital Management reduced its JPMorgan Chase (JPM) stake by 8.6% in Q1 2026, selling an estimated $12.1K and leaving 425 shares worth $125K. The position accounts for 0.06% of the portfolio, ranked #101.

Islay Capital Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.05M in Q1 2021. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Islay Capital Management held 425 shares of JPMorgan Chase worth $125K as of Q1 2026.
  • Islay Capital Management sold 40 JPMorgan Chase shares in Q1 2026, an estimated $12.1K.
  • JPMorgan Chase made up 0.06% of Islay Capital Management's portfolio in Q1 2026, its #101 holding.
  • Islay Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Islay Capital Management's JPMorgan Chase position peaked at $1.05M in Q1 2021.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.