JP Morgan Chase
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JP Morgan Chase’s Gladstone Investment Corp GAIN Stock Holding History

JP Morgan Chase’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.9K Sell
6,143
-772
-11% -$10.8K ﹤0.01% 5908
2025
Q4 		$96.6K Sell
6,915
-334
-5% -$4.63K ﹤0.01% 5914
2025
Q3 		$100K Buy
7,249
+1,945
+37% +$27.4K ﹤0.01% 5901
2025
Q2 		$75.7K Buy
5,304
+4,804
+961% +$67.1K ﹤0.01% 5732
2025
Q1 		$6.68K Sell
500
-1,261
-72% -$16.9K ﹤0.01% 6389
2024
Q4 		$23.3K Buy
1,761
+1,724
+4,659% +$23.5K ﹤0.01% 6223
2024
Q3 		$535 Buy
+37
New +$498 ﹤0.01% 6796
2024
Q1 		– Sell
-4,245
Closed -$60.1K – 7557
2023
Q4 		$60.1K Buy
4,245
+3,726
+718% +$51.4K ﹤0.01% 5940
2023
Q3 		$6.61K Buy
+519
New +$6.78K ﹤0.01% 6330
2023
Q2 		– Sell
-2
Closed -$27 – 7064
2023
Q1 		$27 Sell
2
-1,210
-100% -$16.3K ﹤0.01% 6629
2022
Q4 		$16K Sell
1,212
-7,615
-86% -$100K ﹤0.01% 5938
2022
Q3 		$107K Buy
8,827
+5,327
+152% +$76.6K ﹤0.01% 5256
2022
Q2 		$49K Buy
+3,500
New +$52.7K ﹤0.01% 5667
2022
Q1 		– Sell
-2,177
Closed -$37K – 6742
2021
Q4 		$37K Sell
2,177
-23
-1% -$367 ﹤0.01% 6043
2021
Q3 		$31K Buy
2,200
+1,200
+120% +$17.4K ﹤0.01% 5952
2021
Q2 		$14K Sell
1,000
-900
-47% -$12.6K ﹤0.01% 5986
2021
Q1 		$23K Buy
1,900
+200
+12% +$2.3K ﹤0.01% 5684
2020
Q4 		$17K Buy
1,700
+700
+70% +$6.65K ﹤0.01% 5324
2020
Q3 		$9K Hold
1,000
– – ﹤0.01% 5273
2020
Q2 		$10K Sell
1,000
-8,221
-89% -$84.4K ﹤0.01% 5121
2020
Q1 		$73K Sell
9,221
-6,056
-40% -$72K ﹤0.01% 4615
2019
Q4 		$202K Buy
+15,277
New +$207K ﹤0.01% 4666
2018
Q4 		– Sell
-30,979
Closed -$354K – 5759
2018
Q3 		$354K Sell
30,979
-6,378
-17% -$75.3K ﹤0.01% 4446
2018
Q2 		$440K Sell
37,357
-51,830
-58% -$583K ﹤0.01% 4228
2018
Q1 		$901K Buy
89,187
+69,529
+354% +$725K ﹤0.01% 3727
2017
Q4 		$219K Sell
19,658
-10,650
-35% -$113K ﹤0.01% 4383
2017
Q3 		$286K Buy
30,308
+29,988
+9,371% +$282K ﹤0.01% 4000
2017
Q2 		$3K Sell
320
-6,027
-95% -$56.1K ﹤0.01% 4813
2017
Q1 		$58K Sell
6,347
-53,420
-89% -$476K ﹤0.01% 4494
2016
Q4 		$506K Sell
59,767
-21,385
-26% -$180K ﹤0.01% 3764
2016
Q3 		$722K Buy
81,152
+21,994
+37% +$184K ﹤0.01% 3269
2016
Q2 		$424K Buy
59,158
+27,778
+89% +$194K ﹤0.01% 3491
2016
Q1 		$221K Buy
31,380
+28,587
+1,024% +$202K ﹤0.01% 3583
2015
Q4 		$21K Buy
+2,793
New +$21.1K ﹤0.01% 4073
2014
Q2 		– Sell
-535,007
Closed -$4.42M – 3542
2014
Q1 		$4.42M Buy
+535,007
New +$4.32M ﹤0.01% 2155
2013
Q4 		– Sell
-15,067
Closed -$107K – 4141
2013
Q3 		$107K Sell
15,067
-2,204
-13% -$15.9K ﹤0.01% 4166
2013
Q2 		$127K Buy
+17,271
New +$126K ﹤0.01% 4102

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase's GAIN Position: Q1 2026 in Review

JP Morgan Chase reduced its Gladstone Investment Corp (GAIN) stake by 11% in Q1 2026, selling an estimated $10.8K and leaving 6,143 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5908.

JP Morgan Chase first reported a position in GAIN in Q2 2013 and has held it in 37 quarters since. The position peaked at $4.42M in Q1 2014. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • JP Morgan Chase held 6,143 shares of Gladstone Investment Corp worth $86.9K as of Q1 2026.
  • JP Morgan Chase sold 772 Gladstone Investment Corp shares in Q1 2026, an estimated $10.8K.
  • Gladstone Investment Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5908 holding.
  • JP Morgan Chase first reported a position in Gladstone Investment Corp in Q2 2013 and has held it in 37 quarters since.
  • JP Morgan Chase's Gladstone Investment Corp position peaked at $4.42M in Q1 2014.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.