JP Morgan Chase
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JP Morgan Chase’s Winmark WINA Stock Holding History

JP Morgan Chase’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.68M Sell
3,910
-597
-13% -$233K ﹤0.01% 4317
2026
Q1 		$1.9M Buy
4,507
+212
+5% +$93.5K ﹤0.01% 4133
2025
Q4 		$1.74M Buy
4,295
+66
+2% +$28.2K ﹤0.01% 4188
2025
Q3 		$2.11M Buy
4,229
+43
+1% +$18.5K ﹤0.01% 4043
2025
Q2 		$1.58M Sell
4,186
-6,091
-59% -$2.35M ﹤0.01% 4085
2025
Q1 		$3.27M Sell
10,277
-470
-4% -$167K ﹤0.01% 3510
2024
Q4 		$4.22M Buy
10,747
+2,025
+23% +$796K ﹤0.01% 3499
2024
Q3 		$3.34M Buy
8,722
+2,333
+37% +$868K ﹤0.01% 3541
2024
Q2 		$2.25M Sell
6,389
-1,585
-20% -$566K ﹤0.01% 3679
2024
Q1 		$2.88M Buy
7,974
+981
+14% +$360K ﹤0.01% 3545
2023
Q4 		$2.92M Buy
6,993
+3,431
+96% +$1.44M ﹤0.01% 3542
2023
Q3 		$1.33M Sell
3,562
-444
-11% -$161K ﹤0.01% 3870
2023
Q2 		$1.33M Buy
4,006
+1,760
+78% +$596K ﹤0.01% 3833
2023
Q1 		$720K Buy
2,246
+567
+34% +$159K ﹤0.01% 4265
2022
Q4 		$397K Sell
1,679
-3,459
-67% -$824K ﹤0.01% 4662
2022
Q3 		$1.11M Sell
5,138
-149
-3% -$32.4K ﹤0.01% 3920
2022
Q2 		$1.03M Sell
5,287
-198
-4% -$40.6K ﹤0.01% 4049
2022
Q1 		$1.21M Sell
5,485
-4,566
-45% -$1.03M ﹤0.01% 4135
2021
Q4 		$2.5M Buy
10,051
+2,966
+42% +$718K ﹤0.01% 3681
2021
Q3 		$1.52M Sell
7,085
-2,100
-23% -$432K ﹤0.01% 3985
2021
Q2 		$1.76M Sell
9,185
-4,337
-32% -$843K ﹤0.01% 3884
2021
Q1 		$2.52M Buy
13,522
+297
+2% +$54K ﹤0.01% 3529
2020
Q4 		$2.46M Buy
13,225
+1,556
+13% +$277K ﹤0.01% 3337
2020
Q3 		$1.98M Sell
11,669
-12,201
-51% -$1.96M ﹤0.01% 3247
2020
Q2 		$4.09M Sell
23,870
-3,277
-12% -$479K ﹤0.01% 2607
2020
Q1 		$3.46M Buy
27,147
+20,519
+310% +$3.85M ﹤0.01% 2552
2019
Q4 		$1.31M Buy
6,628
+3,294
+99% +$594K ﹤0.01% 3665
2019
Q3 		$588K Buy
3,334
+916
+38% +$155K ﹤0.01% 4102
2019
Q2 		$422K Sell
2,418
-203
-8% -$36.3K ﹤0.01% 4312
2019
Q1 		$495K Sell
2,621
-328
-11% -$53.9K ﹤0.01% 4213
2018
Q4 		$469K Buy
2,949
+705
+31% +$108K ﹤0.01% 4157
2018
Q3 		$373K Sell
2,244
-1,413
-39% -$215K ﹤0.01% 4419
2018
Q2 		$543K Buy
3,657
+1,153
+46% +$158K ﹤0.01% 4131
2018
Q1 		$328K Sell
2,504
-333
-12% -$44K ﹤0.01% 4187
2017
Q4 		$367K Buy
2,837
+2,154
+315% +$285K ﹤0.01% 4205
2017
Q3 		$90K Buy
+683
New +$89.5K ﹤0.01% 4332
2017
Q2 		– Sell
-1,650
Closed -$186K – 5255
2017
Q1 		$186K Sell
1,650
-1,498
-48% -$171K ﹤0.01% 4097
2016
Q4 		$397K Buy
+3,148
New +$356K ﹤0.01% 3882

Other funds holding WINA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

JP Morgan Chase's WINA Position: Q2 2026 in Review

JP Morgan Chase reduced its Winmark (WINA) stake by 13% in Q2 2026, selling an estimated $233K and leaving 3,910 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #4317.

JP Morgan Chase first reported a position in WINA in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.22M in Q4 2024. 216 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • JP Morgan Chase held 3,910 shares of Winmark worth $1.68M as of Q2 2026.
  • JP Morgan Chase sold 597 Winmark shares in Q2 2026, an estimated $233K.
  • Winmark made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4317 holding.
  • JP Morgan Chase first reported a position in Winmark in Q4 2016 and has held it in 38 quarters since.
  • JP Morgan Chase's Winmark position peaked at $4.22M in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.