JP Morgan Chase
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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
Q1 		$237K Buy
1,452
+24
+2% +$4.33K ﹤0.01% 5399
2025
Q4 		$194K Sell
1,428
-11,526
-89% -$1.49M ﹤0.01% 5562
2025
Q3 		$1.78M Sell
12,954
-14,392
-53% -$2.09M ﹤0.01% 4168
2025
Q2 		$3.9M Buy
27,346
+24,745
+951% +$3.51M ﹤0.01% 3376
2025
Q1 		$411K Sell
2,601
-1,688
-39% -$322K ﹤0.01% 4888
2024
Q4 		$890K Buy
4,289
+2,559
+148% +$497K ﹤0.01% 4709
2024
Q3 		$257K Sell
1,730
-1,328
-43% -$131K ﹤0.01% 5297
2024
Q2 		$212K Sell
3,058
-3,553
-54% -$206K ﹤0.01% 5140
2024
Q1 		$328K Buy
6,611
+2,791
+73% +$135K ﹤0.01% 5063
2023
Q4 		$187K Buy
3,820
+1,733
+83% +$77.3K ﹤0.01% 5422
2023
Q3 		$88.3K Sell
2,087
-170
-8% -$7.2K ﹤0.01% 5557
2023
Q2 		$88.3K Sell
2,257
-2,742
-55% -$127K ﹤0.01% 5518
2023
Q1 		$274K Buy
+4,999
New +$293K ﹤0.01% 4867
2022
Q2 		– Sell
-1,808
Closed -$58K – 6929
2022
Q1 		$58K Sell
1,808
-2,413
-57% -$83.8K ﹤0.01% 5741
2021
Q4 		$159K Buy
4,221
+1,960
+87% +$74.9K ﹤0.01% 5475
2021
Q3 		$84K Sell
2,261
-2
-0.1% -$79 ﹤0.01% 5658
2021
Q2 		$97K Sell
2,263
-7,712
-77% -$338K ﹤0.01% 5559
2021
Q1 		$434K Buy
9,975
+171
+2% +$5.95K ﹤0.01% 4758
2020
Q4 		$299K Buy
9,804
+5,009
+104% +$140K ﹤0.01% 4658
2020
Q3 		$91K Buy
4,795
+126
+3% +$2.74K ﹤0.01% 4737
2020
Q2 		$113K Sell
4,669
-7,404
-61% -$158K ﹤0.01% 4519
2020
Q1 		$322K Buy
12,073
+1,766
+17% +$87.7K ﹤0.01% 4056
2019
Q4 		$607K Buy
10,307
+6,997
+211% +$409K ﹤0.01% 4139
2019
Q3 		$183K Buy
3,310
+150
+5% +$9.07K ﹤0.01% 4674
2019
Q2 		$175K Sell
3,160
-335
-10% -$17K ﹤0.01% 4713
2019
Q1 		$148K Sell
3,495
-746
-18% -$29.7K ﹤0.01% 4741
2018
Q4 		$146K Buy
4,241
+38
+0.9% +$1.35K ﹤0.01% 4705
2018
Q3 		$145K Sell
4,203
-2,544
-38% -$84.4K ﹤0.01% 4809
2018
Q2 		$213K Sell
6,747
-1,707
-20% -$55.7K ﹤0.01% 4534
2018
Q1 		$290K Buy
8,454
+4,413
+109% +$122K ﹤0.01% 4229
2017
Q4 		$101K Buy
+4,041
New +$101K ﹤0.01% 4666
2017
Q3 		– Sell
-84
Closed -$2K – 5207
2017
Q2 		$2K Sell
84
-2,482
-97% -$61.6K ﹤0.01% 4859
2017
Q1 		$57K Sell
2,566
-5,766
-69% -$146K ﹤0.01% 4501
2016
Q4 		$213K Buy
+8,332
New +$216K ﹤0.01% 4160
2016
Q2 		– Sell
-200
Closed -$4K – 4980
2016
Q1 		$4K Buy
+200
New +$3.92K ﹤0.01% 4411

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $198M AUM 57.46% 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 WLFC Position: Q1 2026 in Review

JP Morgan Chase increased its Willis Lease Finance (WLFC) stake by 1.7% in Q1 2026, buying an estimated $4.33K and bringing the position to 1,452 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #5399.

JP Morgan Chase first reported a position in WLFC in Q1 2016 and has held it in 35 quarters since. The position peaked at $3.9M in Q2 2025. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • JP Morgan Chase held 1,452 shares of Willis Lease Finance worth $237K as of Q1 2026.
  • JP Morgan Chase bought 24 Willis Lease Finance shares in Q1 2026, an estimated $4.33K.
  • Willis Lease Finance made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5399 holding.
  • JP Morgan Chase first reported a position in Willis Lease Finance in Q1 2016 and has held it in 35 quarters since.
  • JP Morgan Chase's Willis Lease Finance position peaked at $3.9M in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

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