JP Morgan Chase
GLAD icon

JP Morgan Chase’s Gladstone Capital GLAD Stock Holding History

JP Morgan Chase’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.3K Sell
3,630
-3,176
-47% -$60.7K ﹤0.01% 6095
2025
Q4 		$141K Buy
6,806
+989
+17% +$20K ﹤0.01% 5710
2025
Q3 		$127K Buy
5,817
+4,100
+239% +$108K ﹤0.01% 5766
2025
Q2 		$46.3K Buy
+1,717
New +$44.5K ﹤0.01% 5953
2024
Q2 		– Sell
-2,239
Closed -$48K – 7518
2024
Q1 		$48K Buy
2,239
+1,084
+94% +$22.8K ﹤0.01% 5962
2023
Q4 		$24.7K Sell
1,155
-15,221
-93% -$304K ﹤0.01% 6200
2023
Q3 		$316K Buy
16,376
+16,254
+13,323% +$336K ﹤0.01% 4755
2023
Q2 		$2.37K Buy
+122
New +$2.31K ﹤0.01% 6306
2023
Q1 		– Sell
-600
Closed -$12K – 6901
2022
Q4 		$12K Sell
600
-2,893
-83% -$55.5K ﹤0.01% 5997
2022
Q3 		$59K Buy
3,493
+1,693
+94% +$34.5K ﹤0.01% 5488
2022
Q2 		$36K Buy
+1,800
New +$40.8K ﹤0.01% 5749
2022
Q1 		– Sell
-39,750
Closed -$921K – 6753
2021
Q4 		$921K Hold
39,750
– – ﹤0.01% 4457
2021
Q3 		$898K Sell
39,750
-3,600
-8% -$82.8K ﹤0.01% 4395
2021
Q2 		$991K Buy
43,350
+3,600
+9% +$79.5K ﹤0.01% 4302
2021
Q1 		$789K Hold
39,750
– – ﹤0.01% 4397
2020
Q4 		$704K Hold
39,750
– – ﹤0.01% 4167
2020
Q3 		$591K Hold
39,750
– – ﹤0.01% 3908
2020
Q2 		$581K Sell
39,750
-7,176
-15% -$95.3K ﹤0.01% 3792
2020
Q1 		$528K Buy
46,926
+4,419
+10% +$79.3K ﹤0.01% 3790
2019
Q4 		$844K Buy
42,507
+2,757
+7% +$55.4K ﹤0.01% 3962
2019
Q3 		$775K Hold
39,750
– – ﹤0.01% 3978
2019
Q2 		$738K Hold
39,750
– – ﹤0.01% 4029
2019
Q1 		$716K Hold
39,750
– – ﹤0.01% 3997
2018
Q4 		$580K Sell
39,750
-618
-2% -$10.9K ﹤0.01% 4055
2018
Q3 		$767K Sell
40,368
-21,522
-35% -$409K ﹤0.01% 4058
2018
Q2 		$1.11M Buy
61,890
+16,294
+36% +$291K ﹤0.01% 3762
2018
Q1 		$785K Buy
45,596
+3,396
+8% +$61.1K ﹤0.01% 3810
2017
Q4 		$777K Sell
42,200
-1,359
-3% -$26.2K ﹤0.01% 3860
2017
Q3 		$820K Buy
43,559
+3,793
+10% +$72.4K ﹤0.01% 3613
2017
Q2 		$781K Buy
39,766
+16
+0% +$313 ﹤0.01% 3537
2017
Q1 		$754K Sell
39,750
-976
-2% -$18.2K ﹤0.01% 3532
2016
Q4 		$765K Buy
40,726
+39,750
+4,073% +$665K ﹤0.01% 3560
2016
Q3 		$16K Hold
976
– – ﹤0.01% 4230
2016
Q2 		$14K Hold
976
– – ﹤0.01% 4287
2016
Q1 		$15K Hold
976
– – ﹤0.01% 4156
2015
Q4 		$14K Buy
+976
New +$16.4K ﹤0.01% 4141
2014
Q2 		– Sell
-225,213
Closed -$4.54M – 3549
2014
Q1 		$4.54M Buy
225,213
+24,705
+12% +$486K ﹤0.01% 2137
2013
Q4 		$3.84M Buy
200,508
+2,694
+1% +$49.6K ﹤0.01% 2341
2013
Q3 		$3.45M Buy
197,814
+8,192
+4% +$139K ﹤0.01% 2432
2013
Q2 		$3.1M Buy
+189,622
New +$3.32M ﹤0.01% 2469

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

JP Morgan Chase reduced its Gladstone Capital (GLAD) stake by 47% in Q1 2026, selling an estimated $60.7K and leaving 3,630 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6095.

JP Morgan Chase first reported a position in GLAD in Q2 2013 and has held it in 40 quarters since. The position peaked at $4.54M in Q1 2014. 82 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

  • JP Morgan Chase held 3,630 shares of Gladstone Capital worth $62.3K as of Q1 2026.
  • JP Morgan Chase sold 3,176 Gladstone Capital shares in Q1 2026, an estimated $60.7K.
  • Gladstone Capital made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6095 holding.
  • JP Morgan Chase first reported a position in Gladstone Capital in Q2 2013 and has held it in 40 quarters since.
  • JP Morgan Chase's Gladstone Capital position peaked at $4.54M in Q1 2014.
  • 82 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

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