JP Morgan Chase
KG

JP Morgan Chase’s Kestrel Group KG Stock Holding History

JP Morgan Chase’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.5K Buy
1,775
+639
+56% +$7.29K ﹤0.01% 6550
2025
Q4 		$11.6K Buy
1,136
+7
+0.6% +$126 ﹤0.01% 6630
2025
Q3 		$30.8K Sell
1,129
-4,560
-80% -$121K ﹤0.01% 6379
2025
Q2 		$151K Sell
5,689
-3,449
-38% -$79.8K ﹤0.01% 5395
2025
Q1 		$104K Sell
9,138
-7,430
-45% -$140K ﹤0.01% 5551
2024
Q4 		$560K Buy
16,568
+9,810
+145% +$314K ﹤0.01% 4979
2024
Q3 		$239K Buy
6,758
+4,797
+245% +$174K ﹤0.01% 5326
2024
Q2 		$80.8K Sell
1,961
-4,887
-71% -$206K ﹤0.01% 5636
2024
Q1 		$308K Buy
6,848
+1,060
+18% +$36.3K ﹤0.01% 5086
2023
Q4 		$265K Buy
5,788
+2,707
+88% +$100K ﹤0.01% 5199
2023
Q3 		$108K Sell
3,081
-439
-12% -$16.3K ﹤0.01% 5423
2023
Q2 		$148K Buy
3,520
+315
+10% +$13.5K ﹤0.01% 5263
2023
Q1 		$134K Buy
3,205
+2,985
+1,357% +$138K ﹤0.01% 5286
2022
Q4 		$9K Buy
220
+207
+1,592% +$8.82K ﹤0.01% 6053
2022
Q3 		$1K Sell
13
-118
-90% -$5.02K ﹤0.01% 6346
2022
Q2 		$5K Sell
131
-1,965
-94% -$87.9K ﹤0.01% 6169
2022
Q1 		$102K Sell
2,096
-2,959
-59% -$156K ﹤0.01% 5500
2021
Q4 		$309K Buy
5,055
+2,123
+72% +$134K ﹤0.01% 5117
2021
Q3 		$185K Buy
2,932
+306
+12% +$20K ﹤0.01% 5280
2021
Q2 		$177K Buy
2,626
+2,614
+21,783% +$182K ﹤0.01% 5307
2021
Q1 		$1K Hold
12
– – ﹤0.01% 5983
2020
Q4 		$1K Hold
12
– – ﹤0.01% 5554
2020
Q3 		$0 Hold
12
– – ﹤0.01% 5654
2020
Q2 		$0 Hold
12
– – ﹤0.01% 5574
2020
Q1 		$0 Hold
12
– – ﹤0.01% 5555
2019
Q4 		$0 Sell
12
-148
-93% -$1.99K ﹤0.01% 5771
2019
Q3 		$2K Buy
160
+7
+5% +$82 ﹤0.01% 5626
2019
Q2 		$2K Sell
153
-3,824
-96% -$52.8K ﹤0.01% 5690
2019
Q1 		$59K Sell
3,977
-44,274
-92% -$1.02M ﹤0.01% 5068
2018
Q4 		$1.59M Buy
48,251
+45,358
+1,568% +$2.44M ﹤0.01% 3435
2018
Q3 		$165K Buy
2,893
+104
+4% +$11.3K ﹤0.01% 4759
2018
Q2 		$433K Sell
2,789
-244
-8% -$38.4K ﹤0.01% 4237
2018
Q1 		$394K Sell
3,033
-3,003
-50% -$417K ﹤0.01% 4117
2017
Q4 		$797K Sell
6,036
-41
-0.7% -$6.14K ﹤0.01% 3850
2017
Q3 		$942K Sell
6,077
-12,266
-67% -$2.17M ﹤0.01% 3550
2017
Q2 		$4.07M Sell
18,343
-9,992
-35% -$2.33M ﹤0.01% 2603
2017
Q1 		$7.93M Buy
28,335
+10,736
+61% +$3.53M ﹤0.01% 2091
2016
Q4 		$6.14M Sell
17,599
-371
-2% -$114K ﹤0.01% 2281
2016
Q3 		$4.56M Buy
17,970
+6,210
+53% +$1.66M ﹤0.01% 2317
2016
Q2 		$2.88M Sell
11,760
-19,309
-62% -$4.89M ﹤0.01% 2614
2016
Q1 		$8.04M Sell
31,069
-13,929
-31% -$3.62M ﹤0.01% 1904
2015
Q4 		$13.4M Sell
44,998
-940
-2% -$284K ﹤0.01% 1614
2015
Q3 		$12.8M Sell
45,938
-7,214
-14% -$2.21M ﹤0.01% 1571
2015
Q2 		$16.8M Sell
53,152
-2,244
-4% -$656K ﹤0.01% 1520
2015
Q1 		$16.4M Buy
55,396
+9,396
+20% +$2.59M ﹤0.01% 1572
2014
Q4 		$11.8M Sell
46,000
-2,543
-5% -$629K ﹤0.01% 1835
2014
Q3 		$10.8M Buy
48,543
+12,091
+33% +$2.88M ﹤0.01% 1864
2014
Q2 		$8.81M Buy
36,452
+13,944
+62% +$3.4M ﹤0.01% 1807
2014
Q1 		$5.62M Sell
22,508
-531
-2% -$123K ﹤0.01% 2018
2013
Q4 		$5.04M Sell
23,039
-1,800
-7% -$421K ﹤0.01% 2161
2013
Q3 		$5.87M Buy
24,839
+18,702
+305% +$4.65M ﹤0.01% 2083
2013
Q2 		$1.38M Buy
+6,137
New +$1.3M ﹤0.01% 3059

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

JP Morgan Chase increased its Kestrel Group (KG) stake by 56% in Q1 2026, buying an estimated $7.29K and bringing the position to 1,775 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6550.

JP Morgan Chase first reported a position in KG in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.8M in Q2 2015. 45 funds tracked by Wall St. Rank hold KG as of Q1 2026.

  • JP Morgan Chase held 1,775 shares of Kestrel Group worth $19.5K as of Q1 2026.
  • JP Morgan Chase bought 639 Kestrel Group shares in Q1 2026, an estimated $7.29K.
  • Kestrel Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6550 holding.
  • JP Morgan Chase first reported a position in Kestrel Group in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Kestrel Group position peaked at $16.8M in Q2 2015.
  • 45 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2026.

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