JP Morgan Chase
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JP Morgan Chase’s KKR & Co KKR Stock Holding History

JP Morgan Chase’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Sell
127,500
-3,500
-3% -$369K ﹤0.01% 2551
2025
Q4 		$16.7M Buy
131,000
+30,000
+30% +$3.73M ﹤0.01% 2214
2025
Q3 		$13.1M Buy
101,000
+57,500
+132% +$8.16M ﹤0.01% 2488
2025
Q2 		$5.79M Buy
43,500
+16,800
+63% +$1.97M ﹤0.01% 3013
2025
Q1 		$3.09M Sell
26,700
-10,000
-27% -$1.38M ﹤0.01% 3549
2024
Q4 		$5.43M Buy
36,700
+1,700
+5% +$249K ﹤0.01% 3267
2024
Q3 		$4.57M Buy
+35,000
New +$4.14M ﹤0.01% 3283
2024
Q2 		– Sell
-11,000
Closed -$1.11M – 7577
2024
Q1 		$1.11M Sell
11,000
-40,300
-79% -$3.71M ﹤0.01% 4275
2023
Q4 		$4.25M Hold
51,300
– – ﹤0.01% 3231
2023
Q3 		$3.16M Buy
51,300
+47,000
+1,093% +$2.85M ﹤0.01% 3187
2023
Q2 		$241K Buy
+4,300
New +$225K ﹤0.01% 4968
2021
Q1 		– Sell
-147,400
Closed -$5.97M – 6204
2020
Q4 		$5.97M Hold
147,400
– – ﹤0.01% 2647
2020
Q3 		$5.04M Sell
147,400
-83,700
-36% -$2.93M ﹤0.01% 2564
2020
Q2 		$7.14M Buy
231,100
+54,500
+31% +$1.46M ﹤0.01% 2174
2020
Q1 		$4.14M Sell
176,600
-162,300
-48% -$4.66M ﹤0.01% 2421
2019
Q4 		$9.89M Buy
338,900
+211,800
+167% +$6.03M ﹤0.01% 2124
2019
Q3 		$3.41M Sell
127,100
-41,000
-24% -$1.08M ﹤0.01% 3019
2019
Q2 		$4.19M Sell
168,100
-8,300
-5% -$199K ﹤0.01% 2773
2019
Q1 		$4.14M Buy
176,400
+71,100
+68% +$1.62M ﹤0.01% 2737
2018
Q4 		$2.07M Buy
+105,300
New +$2.41M ﹤0.01% 3249
2015
Q1 		– Sell
-95,000
Closed -$2.21M – 4175
2014
Q4 		$2.21M Buy
+95,000
New +$2.08M ﹤0.01% 2906

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

JP Morgan Chase increased its KKR & Co (KKR) stake by 34% in Q1 2026, buying an estimated $81.6M and bringing the position to 3,037,623 shares worth $274M. The position accounts for 0.02% of the portfolio, ranked #576.

JP Morgan Chase first reported a position in KKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.03B in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • JP Morgan Chase held 3,037,623 shares of KKR & Co worth $274M as of Q1 2026.
  • JP Morgan Chase bought 773,915 KKR & Co shares in Q1 2026, an estimated $81.6M.
  • KKR & Co made up 0.02% of JP Morgan Chase's portfolio in Q1 2026, its #576 holding.
  • JP Morgan Chase first reported a position in KKR & Co in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's KKR & Co position peaked at $3.03B in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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