JP Morgan Chase
KGEI

JP Morgan Chase’s Kolibri Global Energy KGEI Stock Holding History

JP Morgan Chase’s Portfolio KGEI Stock Details KGEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Sell
73,768
-4,958
-6% -$26.5K ﹤0.01% 5303
2026
Q1 		$450K Sell
78,726
-40,019
-34% -$169K ﹤0.01% 5095
2025
Q4 		$467K Sell
118,745
-30,711
-21% -$134K ﹤0.01% 5094
2025
Q3 		$829K Sell
149,456
-22,345
-13% -$130K ﹤0.01% 4717
2025
Q2 		$1.18M Buy
171,801
+120,953
+238% +$832K ﹤0.01% 4273
2025
Q1 		$427K Buy
+50,848
New +$382K ﹤0.01% 4871
2024
Q3 		– Sell
-897
Closed -$3.2K – 7556
2024
Q2 		$3.2K Sell
897
-700
-44% -$2.32K ﹤0.01% 6453
2024
Q1 		$5K Buy
1,597
+218
+16% +$715 ﹤0.01% 6455
2023
Q4 		$5.17K Buy
+1,379
New +$5.75K ﹤0.01% 6550

Other funds holding KGEI

TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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

JP Morgan Chase reduced its Kolibri Global Energy (KGEI) stake by 6.3% in Q2 2026, selling an estimated $26.5K and leaving 73,768 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #5303.

JP Morgan Chase first reported a position in KGEI in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.18M in Q2 2025. 83 funds tracked by Wall St. Rank hold KGEI as of Q2 2026.

  • JP Morgan Chase held 73,768 shares of Kolibri Global Energy worth $355K as of Q2 2026.
  • JP Morgan Chase sold 4,958 Kolibri Global Energy shares in Q2 2026, an estimated $26.5K.
  • Kolibri Global Energy made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5303 holding.
  • JP Morgan Chase first reported a position in Kolibri Global Energy in Q4 2023 and has held it in 9 quarters since.
  • JP Morgan Chase's Kolibri Global Energy position peaked at $1.18M in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q2 2026.

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