George Kaiser Family Foundation’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $530K | Buy |
+1,620
| New | +$503K | 0.05% | 51 |
|
|
2023
Q1 | – | Sell |
-21,657
| Closed | -$2.9M | – | 48 |
|
|
2022
Q4 | $2.9M | Buy |
21,657
+1,873
| +9% | +$237K | 0.43% | 20 |
|
|
2022
Q3 | $2.07M | Buy |
19,784
+2,827
| +17% | +$324K | 0.36% | 24 |
|
|
2022
Q2 | $1.91M | Hold |
16,957
| – | – | 0.34% | 30 |
|
|
2022
Q1 | $2.31M | Hold |
16,957
| – | – | 0.38% | 27 |
|
|
2021
Q4 | $2.69M | Hold |
16,957
| – | – | 0.39% | 24 |
|
|
2021
Q3 | $2.78M | Sell |
16,957
-3,631
| -18% | -$569K | 0.46% | 20 |
|
|
2021
Q2 | $3.2M | Sell |
20,588
-7,785
| -27% | -$1.22M | 0.51% | 19 |
|
|
2021
Q1 | $4.32M | Sell |
28,373
-4,951
| -15% | -$712K | 0.9% | 15 |
|
|
2020
Q4 | $4.23M | Sell |
33,324
-1,728
| -5% | -$193K | 1.12% | 14 |
|
|
2020
Q3 | $3.37M | Hold |
35,052
| – | – | 1.16% | 15 |
|
|
2020
Q2 | $3.3M | Sell |
35,052
-4
| -0% | -$380 | 1.44% | 5 |
|
|
2020
Q1 | $3.16M | Hold |
35,056
| – | – | 1.72% | 6 |
|
|
2019
Q4 | $4.89M | Hold |
35,056
| – | – | 1.5% | 3 |
|
|
2019
Q3 | $4.13M | Hold |
35,056
| – | – | 1.47% | 3 |
|
|
2019
Q2 | $3.92M | Hold |
35,056
| – | – | 1.37% | 4 |
|
|
2019
Q1 | $3.55M | Hold |
35,056
| – | – | 1.23% | 4 |
|
|
2018
Q4 | $3.42M | Hold |
35,056
| – | – | 1.16% | 4 |
|
|
2018
Q3 | $3.96M | Hold |
35,056
| – | – | 1.24% | 3 |
|
|
2018
Q2 | $3.65M | Hold |
35,056
| – | – | 1.19% | 3 |
|
|
2018
Q1 | $3.85M | Hold |
35,056
| – | – | 1.2% | 3 |
|
|
2017
Q4 | $3.75M | Hold |
35,056
| – | – | 1.24% | 3 |
|
|
2017
Q3 | $3.35M | Hold |
35,056
| – | – | 1.53% | 4 |
|
|
2017
Q2 | $3.2M | Hold |
35,056
| – | – | 1.47% | 3 |
|
|
2017
Q1 | $3.08M | Sell |
35,056
-6,002
| -15% | -$530K | 1.25% | 4 |
|
|
2016
Q4 | $3.54M | Hold |
41,058
| – | – | 1.11% | 5 |
|
|
2016
Q3 | $2.73M | Hold |
41,058
| – | – | 0.61% | 6 |
|
|
2016
Q2 | $2.55M | Sell |
41,058
-9,092
| -18% | -$568K | 0.63% | 6 |
|
|
2016
Q1 | $2.97M | Buy |
50,150
+8,816
| +21% | +$515K | 0.83% | 6 |
|
|
2015
Q4 | $2.73M | Hold |
41,334
| – | – | 0.69% | 7 |
|
|
2015
Q3 | $2.52M | Buy |
41,334
+7,873
| +24% | +$516K | 0.49% | 8 |
|
|
2015
Q2 | $2.27M | Hold |
33,461
| – | – | 0.36% | 9 |
|
|
2015
Q1 | $2.03M | Buy |
+33,461
| New | +$1.98M | 0.32% | 10 |
|
Other funds holding JPM
George Kaiser Family Foundation's JPM Position: Q2 2026 in Review
George Kaiser Family Foundation opened a new position in JPMorgan Chase (JPM) in Q2 2026: 1,620 shares worth $530K. The stake represents 0.05% of the portfolio and ranks #51 among its holdings. This is a return to the name: George Kaiser Family Foundation previously reported a position in JPM as recently as Q4 2022.
George Kaiser Family Foundation first reported a position in JPM in Q1 2015 and has held it in 33 quarters since. The position peaked at $4.89M in Q4 2019. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- George Kaiser Family Foundation held 1,620 shares of JPMorgan Chase worth $530K as of Q2 2026.
- JPMorgan Chase was a new George Kaiser Family Foundation position in Q2 2026.
- JPMorgan Chase made up 0.05% of George Kaiser Family Foundation's portfolio in Q2 2026, its #51 holding.
- George Kaiser Family Foundation first reported a position in JPMorgan Chase in Q1 2015 and has held it in 33 quarters since.
- George Kaiser Family Foundation's JPMorgan Chase position peaked at $4.89M in Q4 2019.
- 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on George Kaiser Family Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.