Karani Asset Management’s JPMorgan Chase JPM Stock Holding History

Karani 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	$3.62M	Buy	11,048 +944	+9%	+$293K	2.61%	15
2026 Q1	$2.97M	Buy	10,104 +8,088	+401%	+$2.45M	2.43%	16
2025 Q4	$650K	Hold	2,016	–	–	0.53%	31
2025 Q3	$636K	Hold	2,016	–	–	0.51%	34
2025 Q2	$584K	Sell	2,016 -400	-17%	-$102K	0.57%	32
2025 Q1	$593K	Sell	2,416 -584	-19%	-$149K	0.63%	32
2024 Q4	$719K	Buy	+3,000	New	+$699K	0.67%	26
2023 Q3	$580K	Buy	+4,000	New	+$600K	0.84%	27

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

Karani Asset Management's JPM Position: Q2 2026 in Review

Karani Asset Management increased its JPMorgan Chase (JPM) stake by 9.3% in Q2 2026, buying an estimated $293K and bringing the position to 11,048 shares worth $3.62M. The position accounts for 2.61% of the portfolio, ranked #15.

Karani Asset Management first reported a position in JPM in Q3 2023 and has held it in 8 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Karani Asset Management held 11,048 shares of JPMorgan Chase worth $3.62M as of Q2 2026.
Karani Asset Management bought 944 JPMorgan Chase shares in Q2 2026, an estimated $293K.
JPMorgan Chase made up 2.61% of Karani Asset Management's portfolio in Q2 2026, its #15 holding.
Karani Asset Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 8 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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