CDKV Holdings’s JPMorgan Chase JPM Stock Holding History

CDKV Holdings’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 Q2	$413K	Hold	1,262	–	–	0.32%	47
2026 Q1	$371K	Hold	1,262	–	–	0.33%	50
2025 Q4	$407K	Buy	+1,262	New	+$391K	0.34%	53

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CDKV Holdings's JPM Position: Q2 2026 in Review

CDKV Holdings held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,262 shares worth $413K. The position accounts for 0.32% of the portfolio, ranked #47.

CDKV Holdings first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

CDKV Holdings held 1,262 shares of JPMorgan Chase worth $413K as of Q2 2026.
CDKV Holdings left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.32% of CDKV Holdings's portfolio in Q2 2026, its #47 holding.
CDKV Holdings first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CDKV Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.