JP Morgan Chase
WLFC icon

JP Morgan Chase’s Willis Lease Finance WLFC Stock Holding History

JP Morgan Chase’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.39M Buy
58,563
+54,207
+1,244% +$3.54M ﹤0.01% 3571
2026
Q1 		$237K Buy
4,356
+72
+2% +$4.33K ﹤0.01% 5399
2025
Q4 		$194K Sell
4,284
-34,578
-89% -$1.49M ﹤0.01% 5562
2025
Q3 		$1.78M Sell
38,862
-43,176
-53% -$2.09M ﹤0.01% 4168
2025
Q2 		$3.9M Buy
82,038
+74,235
+951% +$3.51M ﹤0.01% 3376
2025
Q1 		$411K Sell
7,803
-5,064
-39% -$322K ﹤0.01% 4888
2024
Q4 		$890K Buy
12,867
+7,677
+148% +$497K ﹤0.01% 4709
2024
Q3 		$257K Sell
5,190
-3,984
-43% -$131K ﹤0.01% 5297
2024
Q2 		$212K Sell
9,174
-10,659
-54% -$206K ﹤0.01% 5140
2024
Q1 		$328K Buy
19,833
+8,373
+73% +$135K ﹤0.01% 5063
2023
Q4 		$187K Buy
11,460
+5,199
+83% +$77.3K ﹤0.01% 5422
2023
Q3 		$88.3K Sell
6,261
-510
-8% -$7.2K ﹤0.01% 5557
2023
Q2 		$88.3K Sell
6,771
-8,226
-55% -$127K ﹤0.01% 5518
2023
Q1 		$274K Buy
+14,997
New +$293K ﹤0.01% 4867
2022
Q2 		– Sell
-5,424
Closed -$58K – 6929
2022
Q1 		$58K Sell
5,424
-7,239
-57% -$83.8K ﹤0.01% 5741
2021
Q4 		$159K Buy
12,663
+5,880
+87% +$74.9K ﹤0.01% 5475
2021
Q3 		$84K Sell
6,783
-6
-0.1% -$79 ﹤0.01% 5658
2021
Q2 		$97K Sell
6,789
-23,136
-77% -$338K ﹤0.01% 5559
2021
Q1 		$434K Buy
29,925
+513
+2% +$5.95K ﹤0.01% 4758
2020
Q4 		$299K Buy
29,412
+15,027
+104% +$140K ﹤0.01% 4658
2020
Q3 		$91K Buy
14,385
+378
+3% +$2.74K ﹤0.01% 4737
2020
Q2 		$113K Sell
14,007
-22,212
-61% -$158K ﹤0.01% 4519
2020
Q1 		$322K Buy
36,219
+5,298
+17% +$87.7K ﹤0.01% 4056
2019
Q4 		$607K Buy
30,921
+20,991
+211% +$409K ﹤0.01% 4139
2019
Q3 		$183K Buy
9,930
+450
+5% +$9.07K ﹤0.01% 4674
2019
Q2 		$175K Sell
9,480
-1,005
-10% -$17K ﹤0.01% 4713
2019
Q1 		$148K Sell
10,485
-2,238
-18% -$29.7K ﹤0.01% 4741
2018
Q4 		$146K Buy
12,723
+114
+0.9% +$1.35K ﹤0.01% 4705
2018
Q3 		$145K Sell
12,609
-7,632
-38% -$84.4K ﹤0.01% 4809
2018
Q2 		$213K Sell
20,241
-5,121
-20% -$55.7K ﹤0.01% 4534
2018
Q1 		$290K Buy
25,362
+13,239
+109% +$122K ﹤0.01% 4229
2017
Q4 		$101K Buy
+12,123
New +$101K ﹤0.01% 4666
2017
Q3 		– Sell
-252
Closed -$2K – 5207
2017
Q2 		$2K Sell
252
-7,446
-97% -$61.6K ﹤0.01% 4859
2017
Q1 		$57K Sell
7,698
-17,298
-69% -$146K ﹤0.01% 4501
2016
Q4 		$213K Buy
+24,996
New +$216K ﹤0.01% 4160
2016
Q2 		– Sell
-600
Closed -$4K – 4980
2016
Q1 		$4K Buy
+600
New +$3.92K ﹤0.01% 4411

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase increased its Willis Lease Finance (WLFC) stake by 1,244% in Q2 2026, buying an estimated $3.54M and bringing the position to 58,563 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3571.

JP Morgan Chase first reported a position in WLFC in Q1 2016 and has held it in 36 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • JP Morgan Chase held 58,563 shares of Willis Lease Finance worth $4.39M as of Q2 2026.
  • JP Morgan Chase bought 54,207 Willis Lease Finance shares in Q2 2026, an estimated $3.54M.
  • Willis Lease Finance made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3571 holding.
  • JP Morgan Chase first reported a position in Willis Lease Finance in Q1 2016 and has held it in 36 quarters since.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

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