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 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 $515M AUM 24.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

JP Morgan Chase reduced its Kolibri Global Energy (KGEI) stake by 34% in Q1 2026, selling an estimated $169K and leaving 78,726 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #5095.

JP Morgan Chase first reported a position in KGEI in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.18M in Q2 2025. 63 funds tracked by Wall St. Rank hold KGEI as of Q1 2026.

JP Morgan Chase held 78,726 shares of Kolibri Global Energy worth $450K as of Q1 2026.
JP Morgan Chase sold 40,019 Kolibri Global Energy shares in Q1 2026, an estimated $169K.
Kolibri Global Energy made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5095 holding.
JP Morgan Chase first reported a position in Kolibri Global Energy in Q4 2023 and has held it in 8 quarters since.
JP Morgan Chase's Kolibri Global Energy position peaked at $1.18M in Q2 2025.
63 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q1 2026.

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