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
Q2 		$181 Hold
13
– – ﹤0.01% 7506
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 $1.09B AUM 59.79% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $297M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase's KBDC Position: Q2 2026 in Review

JP Morgan Chase held its Kayne Anderson BDC (KBDC) position steady in Q2 2026 at 13 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #7506.

JP Morgan Chase first reported a position in KBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $295K in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • JP Morgan Chase held 13 shares of Kayne Anderson BDC worth $181 as of Q2 2026.
  • JP Morgan Chase left its Kayne Anderson BDC share count unchanged in Q2 2026.
  • Kayne Anderson BDC made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7506 holding.
  • JP Morgan Chase first reported a position in Kayne Anderson BDC in Q1 2025 and has held it in 6 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 Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.