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GKV Capital Management’s JPMorgan Chase JPM Stock Holding History

GKV 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
Q2 		$3.81M Sell
11,642
-150
-1% -$46.6K 1.23% 26
2026
Q1 		$3.47M Buy
11,792
+164
+1% +$49.8K 1.3% 21
2025
Q4 		$3.75M Buy
11,628
+970
+9% +$300K 1.4% 21
2025
Q3 		$3.36M Hold
10,658
– – 1.33% 21
2025
Q2 		$3.09M Sell
10,658
-150
-1% -$38.3K 1.37% 20
2025
Q1 		$2.65M Buy
10,808
+450
+4% +$115K 1.32% 24
2024
Q4 		$2.48M Buy
+10,358
New +$2.41M 1.01% 30

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

GKV Capital Management's JPM Position: Q2 2026 in Review

GKV Capital Management reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $46.6K and leaving 11,642 shares worth $3.81M. The position accounts for 1.23% of the portfolio, ranked #26.

GKV Capital Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,671 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • GKV Capital Management held 11,642 shares of JPMorgan Chase worth $3.81M as of Q2 2026.
  • GKV Capital Management sold 150 JPMorgan Chase shares in Q2 2026, an estimated $46.6K.
  • JPMorgan Chase made up 1.23% of GKV Capital Management's portfolio in Q2 2026, its #26 holding.
  • GKV Capital Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,671 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.