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 		$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 $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.