JP Morgan Chase
KBDC

JP Morgan Chase’s Kayne Anderson BDC KBDC Stock Holding History

JP Morgan Chase’s Portfolio KBDC Stock Details KBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$179 Sell
13
-9,954
-100% -$140K ﹤0.01% 7266
2025
Q4 		$143K Sell
9,967
-5,284
-35% -$77K ﹤0.01% 5702
2025
Q3 		$203K Sell
15,251
-4,050
-21% -$61.5K ﹤0.01% 5503
2025
Q2 		$295K Buy
19,301
+14,406
+294% +$227K ﹤0.01% 5042
2025
Q1 		$79.4K Buy
+4,895
New +$82.7K ﹤0.01% 5680

Other funds holding KBDC

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $239M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

JP Morgan Chase's KBDC Position: Q1 2026 in Review

JP Morgan Chase reduced its Kayne Anderson BDC (KBDC) stake by 100% in Q1 2026, selling an estimated $140K and leaving 13 shares worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #7266.

JP Morgan Chase first reported a position in KBDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $295K in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • JP Morgan Chase held 13 shares of Kayne Anderson BDC worth $179 as of Q1 2026.
  • JP Morgan Chase sold 9,954 Kayne Anderson BDC shares in Q1 2026, an estimated $140K.
  • Kayne Anderson BDC made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7266 holding.
  • JP Morgan Chase first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 5 quarters since.
  • JP Morgan Chase's Kayne Anderson BDC position peaked at $295K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

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