JP Morgan Chase
KDK

JP Morgan Chase’s Kodiak AI KDK Stock Holding History

JP Morgan Chase’s Portfolio KDK Stock Details KDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Buy
305,171
+267,814
+717% +$2.34M ﹤0.01% 4110
2025
Q4 		$408K Buy
37,357
+32,083
+608% +$257K ﹤0.01% 5159
2025
Q3 		$36.1K Sell
5,274
-183,032
-97% -$2.03M ﹤0.01% 6331
2025
Q2 		$2.13M Sell
188,306
-211,694
-53% -$2.39M ﹤0.01% 3861
2025
Q1 		$4.46M Buy
+400,000
New +$4.42M ﹤0.01% 3257
2024
Q1 		– Sell
-125,000
Closed -$1.3M – 8154
2023
Q4 		$1.3M Hold
125,000
– – ﹤0.01% 4152
2023
Q3 		$1.28M Sell
125,000
-36,991
-23% -$378K ﹤0.01% 3892
2023
Q2 		$1.65M Buy
+161,991
New +$1.64M ﹤0.01% 3689

Other funds holding KDK

BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return
SGOM
SIP Global Opportunity Manager Portsmouth, New Hampshire $66.3M AUM
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return