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JPL Wealth Management’s KKR & Co KKR Stock Holding History

JPL Wealth Management’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 		$38.8K Buy
423
+3
+0.7% +$291 0.01% 301
2026
Q1 		$38.9K Buy
+420
New +$44.3K 0.01% 272
2025
Q4 		– Sell
-477
Closed -$61.9K – 647
2025
Q3 		$61.9K Buy
+477
New +$67.7K 0.01% 227

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

JPL Wealth Management's KKR Position: Q2 2026 in Review

JPL Wealth Management increased its KKR & Co (KKR) stake by 0.71% in Q2 2026, buying an estimated $291 and bringing the position to 423 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #301.

JPL Wealth Management first reported a position in KKR in Q3 2025 and has held it in 3 quarters since. The position peaked at $61.9K in Q3 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • JPL Wealth Management held 423 shares of KKR & Co worth $38.8K as of Q2 2026.
  • JPL Wealth Management bought 3 KKR & Co shares in Q2 2026, an estimated $291.
  • KKR & Co made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #301 holding.
  • JPL Wealth Management first reported a position in KKR & Co in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's KKR & Co position peaked at $61.9K in Q3 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.