JP Morgan Chase
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JP Morgan Chase’s Marcus Corp MCS Stock Holding History

JP Morgan Chase’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$598K Buy
35,601
+4,756
+15% +$76K ﹤0.01% 4893
2025
Q4 		$478K Sell
30,845
-86,227
-74% -$1.28M ﹤0.01% 5080
2025
Q3 		$1.82M Sell
117,072
-11,616
-9% -$186K ﹤0.01% 4158
2025
Q2 		$2.17M Sell
128,688
-25,542
-17% -$431K ﹤0.01% 3849
2025
Q1 		$2.57M Sell
154,230
-10,553
-6% -$204K ﹤0.01% 3682
2024
Q4 		$3.54M Buy
164,783
+12,638
+8% +$251K ﹤0.01% 3678
2024
Q3 		$2.29M Sell
152,145
-615,906
-80% -$8.12M ﹤0.01% 3892
2024
Q2 		$8.73M Sell
768,051
-776,831
-50% -$9.23M ﹤0.01% 2569
2024
Q1 		$22M Buy
1,544,882
+196,646
+15% +$2.78M ﹤0.01% 1815
2023
Q4 		$19.7M Buy
1,348,236
+217,602
+19% +$3.26M ﹤0.01% 1876
2023
Q3 		$17.5M Buy
1,130,634
+63,827
+6% +$982K ﹤0.01% 1789
2023
Q2 		$15.8M Buy
1,066,807
+108,674
+11% +$1.76M ﹤0.01% 1877
2023
Q1 		$15.3M Buy
958,133
+56,976
+6% +$875K ﹤0.01% 1886
2022
Q4 		$13M Buy
901,157
+54,253
+6% +$822K ﹤0.01% 2028
2022
Q3 		$11.8M Buy
846,904
+126,355
+18% +$2.03M ﹤0.01% 2022
2022
Q2 		$10.6M Buy
720,549
+23,697
+3% +$364K ﹤0.01% 2107
2022
Q1 		$12.3M Buy
696,852
+84,713
+14% +$1.49M ﹤0.01% 2167
2021
Q4 		$10.9M Buy
612,139
+213,260
+53% +$3.99M ﹤0.01% 2370
2021
Q3 		$6.96M Sell
398,879
-11,605
-3% -$189K ﹤0.01% 2744
2021
Q2 		$8.71M Buy
410,484
+133,477
+48% +$2.77M ﹤0.01% 2547
2021
Q1 		$5.54M Buy
277,007
+4,327
+2% +$79.9K ﹤0.01% 2877
2020
Q4 		$3.68M Buy
272,680
+249,088
+1,056% +$2.52M ﹤0.01% 3051
2020
Q3 		$184K Buy
23,592
+11,654
+98% +$157K ﹤0.01% 4400
2020
Q2 		$158K Sell
11,938
-60,373
-83% -$809K ﹤0.01% 4375
2020
Q1 		$890K Buy
72,311
+7,038
+11% +$177K ﹤0.01% 3472
2019
Q4 		$2.07M Sell
65,273
-71,651
-52% -$2.42M ﹤0.01% 3357
2019
Q3 		$5.07M Buy
136,924
+80,069
+141% +$2.76M ﹤0.01% 2692
2019
Q2 		$1.86M Buy
56,855
+14,329
+34% +$527K ﹤0.01% 3434
2019
Q1 		$1.7M Sell
42,526
-3,255
-7% -$135K ﹤0.01% 3445
2018
Q4 		$1.81M Buy
45,781
+40,265
+730% +$1.66M ﹤0.01% 3348
2018
Q3 		$232K Buy
5,516
+721
+15% +$27.4K ﹤0.01% 4630
2018
Q2 		$156K Sell
4,795
-11,053
-70% -$348K ﹤0.01% 4673
2018
Q1 		$481K Sell
15,848
-73,334
-82% -$2.01M ﹤0.01% 4029
2017
Q4 		$2.44M Sell
89,182
-15,923
-15% -$439K ﹤0.01% 3195
2017
Q3 		$2.96M Buy
105,105
+40,538
+63% +$1.09M ﹤0.01% 2920
2017
Q2 		$1.95M Buy
64,567
+14,494
+29% +$468K ﹤0.01% 3060
2017
Q1 		$1.61M Sell
50,073
-21,582
-30% -$667K ﹤0.01% 3169
2016
Q4 		$2.26M Buy
71,655
+39,326
+122% +$1.11M ﹤0.01% 2985
2016
Q3 		$810K Sell
32,329
-3,898
-11% -$89.3K ﹤0.01% 3227
2016
Q2 		$764K Buy
36,227
+30,609
+545% +$601K ﹤0.01% 3275
2016
Q1 		$106K Buy
+5,618
New +$105K ﹤0.01% 3745
2014
Q4 		– Sell
-18,100
Closed -$285K – 4305
2014
Q3 		$285K Sell
18,100
-12,104
-40% -$219K ﹤0.01% 3876
2014
Q2 		$551K Buy
30,204
+10,438
+53% +$179K ﹤0.01% 3075
2014
Q1 		$330K Sell
19,766
-32,633
-62% -$458K ﹤0.01% 3261
2013
Q4 		$705K Sell
52,399
-19,917
-28% -$281K ﹤0.01% 3319
2013
Q3 		$1.05M Buy
72,316
+7,154
+11% +$93.8K ﹤0.01% 3232
2013
Q2 		$829K Buy
+65,162
New +$833K ﹤0.01% 3368

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase increased its Marcus Corp (MCS) stake by 15% in Q1 2026, buying an estimated $76K and bringing the position to 35,601 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #4893.

JP Morgan Chase first reported a position in MCS in Q2 2013 and has held it in 47 quarters since. The position peaked at $22M in Q1 2024. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

  • JP Morgan Chase held 35,601 shares of Marcus Corp worth $598K as of Q1 2026.
  • JP Morgan Chase bought 4,756 Marcus Corp shares in Q1 2026, an estimated $76K.
  • Marcus Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4893 holding.
  • JP Morgan Chase first reported a position in Marcus Corp in Q2 2013 and has held it in 47 quarters since.
  • JP Morgan Chase's Marcus Corp position peaked at $22M in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

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