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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Karani Asset Management's JPM Position: Q1 2026 in Review

Karani Asset Management increased its JPMorgan Chase (JPM) stake by 401% in Q1 2026, buying an estimated $2.45M and bringing the position to 10,104 shares worth $2.97M. The position accounts for 2.43% of the portfolio, ranked #16.

Karani Asset Management first reported a position in JPM in Q3 2023 and has held it in 7 quarters since. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Karani Asset Management held 10,104 shares of JPMorgan Chase worth $2.97M as of Q1 2026.
Karani Asset Management bought 8,088 JPMorgan Chase shares in Q1 2026, an estimated $2.45M.
JPMorgan Chase made up 2.43% of Karani Asset Management's portfolio in Q1 2026, its #16 holding.
Karani Asset Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 7 quarters since.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Karani Asset Management's 13F filing for Q1 2026, filed 15 May 2026.