Kagan Cocozza Asset Management’s JPMorgan Chase JPM Stock Holding History

Kagan Cocozza Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$496K	Hold	1,515	–	–	0.31%	45
2026 Q1	$446K	Sell	1,515 -17	-1%	-$5.16K	0.31%	46
2025 Q4	$494K	Sell	1,532 -91	-6%	-$28.2K	0.35%	43
2025 Q3	$512K	Sell	1,623 -226	-12%	-$67.2K	0.39%	44
2025 Q2	$536K	Sell	1,849 -5	-0.3%	-$1.28K	0.41%	43
2025 Q1	$455K	Sell	1,854 -212	-10%	-$54K	0.37%	45
2024 Q4	$495K	Buy	+2,066	New	+$481K	0.41%	42

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kagan Cocozza Asset Management's JPM Position: Q2 2026 in Review

Kagan Cocozza Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,515 shares worth $496K. The position accounts for 0.31% of the portfolio, ranked #45.

Kagan Cocozza Asset Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Kagan Cocozza Asset Management held 1,515 shares of JPMorgan Chase worth $496K as of Q2 2026.
Kagan Cocozza Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.31% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #45 holding.
Kagan Cocozza Asset Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Kagan Cocozza Asset Management's JPMorgan Chase position peaked at $536K in Q2 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.