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
Q2 		$20.7M Sell
232,500
-342,800
-60% -$33.2M ﹤0.01% 2185
2026
Q1 		$52M Sell
575,300
-110,900
-16% -$11.7M ﹤0.01% 1375
2025
Q4 		$87.5M Sell
686,200
-14,800
-2% -$1.84M 0.01% 1002
2025
Q3 		$91.1M Buy
701,000
+657,500
+1,511% +$93.3M 0.01% 1044
2025
Q2 		$5.79M Buy
43,500
+16,000
+58% +$1.87M ﹤0.01% 3014
2025
Q1 		$3.18M Buy
27,500
+25,800
+1,518% +$3.55M ﹤0.01% 3525
2024
Q4 		$251K Buy
1,700
+1,100
+183% +$161K ﹤0.01% 5376
2024
Q3 		$78.3K Sell
600
-99,400
-99% -$11.8M ﹤0.01% 5803
2024
Q2 		$10.5M Buy
+100,000
New +$10.2M ﹤0.01% 2421
2024
Q1 		– Sell
-53,500
Closed -$4.43M – 7658
2023
Q4 		$4.43M Buy
53,500
+3,500
+7% +$237K ﹤0.01% 3203
2023
Q3 		$3.08M Buy
+50,000
New +$3.04M ﹤0.01% 3206
2023
Q1 		– Sell
-263,100
Closed -$12.2M – 6982
2022
Q4 		$12.2M Buy
+263,100
New +$12.8M ﹤0.01% 2068
2022
Q1 		– Sell
-282,100
Closed -$21M – 6821
2021
Q4 		$21M Buy
+282,100
New +$20.8M ﹤0.01% 1790
2015
Q3 		– Sell
-200
Closed -$5K – 3999
2015
Q2 		$5K Buy
+200
New +$4.59K ﹤0.01% 3982
2014
Q4 		– Sell
-95,000
Closed -$2.12M – 4290
2014
Q3 		$2.12M Buy
+95,000
New +$2.23M ﹤0.01% 2893

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase reduced its KKR & Co (KKR) stake by 0.6% in Q2 2026, selling an estimated $1.78M and leaving 3,019,286 shares worth $269M. The position accounts for 0.01% of the portfolio, ranked #652.

JP Morgan Chase first reported a position in KKR in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.03B in Q4 2024. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • JP Morgan Chase held 3,019,286 shares of KKR & Co worth $269M as of Q2 2026.
  • JP Morgan Chase sold 18,337 KKR & Co shares in Q2 2026, an estimated $1.78M.
  • KKR & Co made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #652 holding.
  • JP Morgan Chase first reported a position in KKR & Co in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's KKR & Co position peaked at $3.03B in Q4 2024.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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