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Leisure Capital Management’s JPMorgan Chase JPM Stock Holding History

Leisure Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.27M Sell
17,914
-549
-3% -$167K 1.84% 10
2025
Q4 		$5.95M Sell
18,463
-7
-0% -$2.17K 1.97% 10
2025
Q3 		$5.83M Sell
18,470
-77
-0.4% -$22.9K 2% 10
2025
Q2 		$5.38M Sell
18,547
-320
-2% -$81.7K 2.03% 11
2025
Q1 		$4.63M Sell
18,867
-52
-0.3% -$13.3K 1.9% 11
2024
Q4 		$4.54M Sell
18,919
-159
-0.8% -$37K 1.78% 11
2024
Q3 		$4.02M Sell
19,078
-1,330
-7% -$280K 1.72% 10
2024
Q2 		$4.13M Sell
20,408
-85
-0.4% -$16.6K 1.92% 11
2024
Q1 		$4.1M Sell
20,493
-309
-1% -$55.8K 2.06% 8
2023
Q4 		$3.54M Sell
20,802
-1,218
-6% -$185K 1.91% 8
2023
Q3 		$3.19M Sell
22,020
-143
-0.6% -$21.4K 1.84% 8
2023
Q2 		$3.22M Sell
22,163
-332
-1% -$45.7K 1.78% 9
2023
Q1 		$2.93M Buy
22,495
+188
+0.8% +$25.8K 1.68% 10
2022
Q4 		$2.99M Sell
22,307
-429
-2% -$54.4K 1.55% 16
2022
Q3 		$2.38M Buy
22,736
+600
+3% +$68.9K 1.44% 15
2022
Q2 		$2.49M Sell
22,136
-91
-0.4% -$11.3K 1.29% 16
2022
Q1 		$3.03M Buy
22,227
+192
+0.9% +$28.3K 1.53% 12
2021
Q4 		$3.49M Buy
22,035
+120
+0.5% +$19.7K 1.61% 11
2021
Q3 		$3.59M Buy
21,915
+1,314
+6% +$206K 1.93% 8
2021
Q2 		$3.2M Sell
20,601
-342
-2% -$53.7K 1.79% 10
2021
Q1 		$3.19M Sell
20,943
-307
-1% -$44.2K 1.93% 10
2020
Q4 		$2.7M Buy
21,250
+349
+2% +$39K 1.76% 11
2020
Q3 		$2.01M Sell
20,901
-60
-0.3% -$5.89K 1.51% 15
2020
Q2 		$1.97M Sell
20,961
-233
-1% -$22.1K 1.59% 14
2020
Q1 		$1.91M Buy
21,194
+1,402
+7% +$170K 1.84% 12
2019
Q4 		$2.76M Sell
19,792
-380
-2% -$48.7K 2.21% 7
2019
Q3 		$2.37M Buy
20,172
+117
+0.6% +$13.2K 1.98% 10
2019
Q2 		$2.24M Sell
20,055
-374
-2% -$41.2K 1.97% 10
2019
Q1 		$2.07M Sell
20,429
-269
-1% -$27.7K 1.74% 12
2018
Q4 		$2.02M Sell
20,698
-507
-2% -$54K 1.9% 12
2018
Q3 		$2.39M Sell
21,205
-2,621
-11% -$298K 1.94% 9
2018
Q2 		$2.48M Sell
23,826
-2,406
-9% -$264K 2.12% 6
2018
Q1 		$2.88M Sell
26,232
-2,720
-9% -$308K 2.54% 6
2017
Q4 		$3.1M Buy
28,952
+1,400
+5% +$142K 2.57% 7
2017
Q3 		$2.63M Sell
27,552
-460
-2% -$42.4K 2.31% 8
2017
Q2 		$2.56M Sell
28,012
-1,209
-4% -$104K 2.28% 8
2017
Q1 		$2.57M Buy
29,221
+232
+0.8% +$20.5K 2.28% 8
2016
Q4 		$2.5M Sell
28,989
-405
-1% -$30.9K 2.25% 10
2016
Q3 		$1.96M Buy
29,394
+123
+0.4% +$8.02K 1.83% 21
2016
Q2 		$1.82M Sell
29,271
-408
-1% -$25.5K 1.79% 22
2016
Q1 		$1.76M Buy
29,679
+57
+0.2% +$3.33K 1.75% 23
2015
Q4 		$1.96M Buy
29,622
+484
+2% +$31.5K 1.78% 19
2015
Q3 		$1.78M Sell
29,138
-75
-0.3% -$4.91K 1.93% 19
2015
Q2 		$1.98M Buy
29,213
+541
+2% +$35.3K 1.95% 12
2015
Q1 		$1.74M Buy
28,672
+337
+1% +$20K 1.7% 26
2014
Q4 		$1.77M Buy
+28,335
New +$1.71M 1.71% 25

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Leisure Capital Management's JPM Position: Q1 2026 in Review

Leisure Capital Management reduced its JPMorgan Chase (JPM) stake by 3% in Q1 2026, selling an estimated $167K and leaving 17,914 shares worth $5.27M. The position accounts for 1.84% of the portfolio, ranked #10.

Leisure Capital Management first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.95M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Leisure Capital Management held 17,914 shares of JPMorgan Chase worth $5.27M as of Q1 2026.
  • Leisure Capital Management sold 549 JPMorgan Chase shares in Q1 2026, an estimated $167K.
  • JPMorgan Chase made up 1.84% of Leisure Capital Management's portfolio in Q1 2026, its #10 holding.
  • Leisure Capital Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
  • Leisure Capital Management's JPMorgan Chase position peaked at $5.95M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Leisure Capital Management's 13F filing for Q1 2026, filed 8 May 2026.