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Kathmere Capital Management’s JPMorgan Chase JPM Stock Holding History

Kathmere Capital 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 		$6.1M Buy
18,627
+633
+4% +$197K 0.32% 60
2026
Q1 		$5.29M Buy
17,994
+5,616
+45% +$1.7M 0.33% 62
2025
Q4 		$3.99M Buy
12,378
+2,203
+22% +$682K 0.27% 73
2025
Q3 		$3.21M Buy
10,175
+194
+2% +$57.7K 0.23% 80
2025
Q2 		$2.89M Buy
9,981
+1,901
+24% +$485K 0.22% 82
2025
Q1 		$1.98M Buy
8,080
+527
+7% +$134K 0.17% 91
2024
Q4 		$1.81M Buy
7,553
+1,428
+23% +$333K 0.16% 92
2024
Q3 		$1.29M Buy
6,125
+225
+4% +$47.4K 0.12% 100
2024
Q2 		$1.19M Buy
5,900
+947
+19% +$185K 0.13% 91
2024
Q1 		$992K Sell
4,953
-132
-3% -$23.8K 0.11% 107
2023
Q4 		$865K Buy
5,085
+381
+8% +$57.7K 0.11% 98
2023
Q3 		$682K Buy
4,704
+1,110
+31% +$166K 0.1% 109
2023
Q2 		$523K Buy
3,594
+60
+2% +$8.25K 0.08% 109
2023
Q1 		$461K Buy
3,534
+492
+16% +$67.4K 0.08% 116
2022
Q4 		$408K Buy
3,042
+440
+17% +$55.8K 0.07% 112
2022
Q3 		$272K Sell
2,602
-1,238
-32% -$142K 0.05% 130
2022
Q2 		$432K Buy
3,840
+316
+9% +$39.2K 0.08% 89
2022
Q1 		$480K Buy
3,524
+519
+17% +$76.6K 0.08% 82
2021
Q4 		$476K Sell
3,005
-1,164
-28% -$191K 0.08% 74
2021
Q3 		$682K Buy
4,169
+1,166
+39% +$183K 0.12% 65
2021
Q2 		$467K Buy
3,003
+2
+0.1% +$314 0.09% 74
2021
Q1 		$457K Sell
3,001
-43
-1% -$6.19K 0.09% 71
2020
Q4 		$387K Buy
3,044
+49
+2% +$5.48K 0.08% 78
2020
Q3 		$288K Sell
2,995
-1,133
-27% -$111K 0.07% 81
2020
Q2 		$388K Buy
+4,128
New +$392K 0.11% 66
2020
Q1 		– Sell
-1,904
Closed -$265K – 101
2019
Q4 		$265K Buy
+1,904
New +$244K 0.09% 84

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Kathmere Capital Management's JPM Position: Q2 2026 in Review

Kathmere Capital Management increased its JPMorgan Chase (JPM) stake by 3.5% in Q2 2026, buying an estimated $197K and bringing the position to 18,627 shares worth $6.1M. The position accounts for 0.32% of the portfolio, ranked #60.

Kathmere Capital Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 3,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kathmere Capital Management held 18,627 shares of JPMorgan Chase worth $6.1M as of Q2 2026.
  • Kathmere Capital Management bought 633 JPMorgan Chase shares in Q2 2026, an estimated $197K.
  • JPMorgan Chase made up 0.32% of Kathmere Capital Management's portfolio in Q2 2026, its #60 holding.
  • Kathmere Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 3,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.