Kayne Anderson Rudnick Investment Management’s JPMorgan Chase JPM Stock Holding History

Kayne Anderson Rudnick Investment 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	$7.29M	Sell	24,779 -678	-3%	-$206K	0.02%	243
2025 Q4	$8.2M	Sell	25,457 -439	-2%	-$136K	0.02%	235
2025 Q3	$8.17M	Sell	25,896 -2,605	-9%	-$775K	0.02%	235
2025 Q2	$8.26M	Buy	28,501 +1,317	+5%	+$336K	0.02%	235
2025 Q1	$6.67M	Buy	27,184 +1,050	+4%	+$268K	0.02%	255
2024 Q4	$6.26M	Buy	26,134 +1,923	+8%	+$448K	0.01%	260
2024 Q3	$5.11M	Buy	24,211 +2,336	+11%	+$492K	0.01%	269
2024 Q2	$4.42M	Buy	21,875 +7,997	+58%	+$1.56M	0.01%	283
2024 Q1	$2.78M	Buy	13,878 +2,642	+24%	+$477K	0.01%	315
2023 Q4	$1.91M	Buy	11,236 +110	+1%	+$16.7K	﹤0.01%	334
2023 Q3	$1.61M	Buy	11,126 +26	+0.2%	+$3.9K	﹤0.01%	345
2023 Q2	$1.61M	Buy	11,100 +92	+0.8%	+$12.7K	﹤0.01%	342
2023 Q1	$1.43M	Sell	11,008 -103	-0.9%	-$14.1K	﹤0.01%	338
2022 Q4	$1.49M	Buy	11,111 +25	+0.2%	+$3.17K	﹤0.01%	342
2022 Q3	$1.16M	Sell	11,086 -21	-0.2%	-$2.41K	﹤0.01%	343
2022 Q2	$1.25M	Hold	11,107	–	–	﹤0.01%	334
2022 Q1	$1.51M	Buy	11,107 +829	+8%	+$122K	﹤0.01%	323
2021 Q4	$1.63M	Buy	10,278 +140	+1%	+$23K	﹤0.01%	324
2021 Q3	$1.66M	Buy	10,138 +202	+2%	+$31.7K	﹤0.01%	310
2021 Q2	$1.54M	Buy	9,936 +50	+0.5%	+$7.85K	﹤0.01%	312
2021 Q1	$1.5M	Buy	9,886 +188	+2%	+$27K	﹤0.01%	303
2020 Q4	$1.23M	Sell	9,698 -189	-2%	-$21.1K	﹤0.01%	308
2020 Q3	$952K	Sell	9,887 -222	-2%	-$21.8K	﹤0.01%	309
2020 Q2	$951K	Buy	10,109 +558	+6%	+$52.9K	﹤0.01%	309
2020 Q1	$860K	Hold	9,551	–	–	﹤0.01%	301
2019 Q4	$1.33M	Buy	9,551 +178	+2%	+$22.8K	0.01%	293
2019 Q3	$1.1M	Buy	9,373 +42	+0.5%	+$4.75K	0.01%	291
2019 Q2	$1.04M	Hold	9,331	–	–	0.01%	290
2019 Q1	$945K	Buy	9,331 +63	+0.7%	+$6.49K	0.01%	288
2018 Q4	$905K	Hold	9,268	–	–	0.01%	297
2018 Q3	$1.05M	Buy	9,268 +480	+5%	+$54.5K	0.01%	282
2018 Q2	$916K	Buy	8,788 +208	+2%	+$22.8K	0.01%	290
2018 Q1	$944K	Hold	8,580	–	–	0.01%	302
2017 Q4	$918K	Hold	8,580	–	–	0.01%	296
2017 Q3	$819K	Hold	8,580	–	–	0.01%	300
2017 Q2	$784K	Hold	8,580	–	–	0.01%	303
2017 Q1	$754K	Hold	8,580	–	–	0.01%	304
2016 Q4	$740K	Sell	8,580 -280	-3%	-$21.4K	0.01%	296
2016 Q3	$590K	Buy	8,860 +280	+3%	+$18.3K	0.01%	305
2016 Q2	$533K	Hold	8,580	–	–	0.01%	303
2016 Q1	$508K	Hold	8,580	–	–	0.01%	293
2015 Q4	$567K	Hold	8,580	–	–	0.01%	298
2015 Q3	$523K	Hold	8,580	–	–	0.01%	287
2015 Q2	$581K	Sell	8,580 -423	-5%	-$27.6K	0.01%	268
2015 Q1	$545K	Hold	9,003	–	–	0.01%	270
2014 Q4	$563K	Hold	9,003	–	–	0.01%	275
2014 Q3	$542K	Sell	9,003 -1	-0%	-$58	0.01%	270
2014 Q2	$519K	Buy	9,004 +1	+0%	+$56	0.01%	273
2014 Q1	$547K	Hold	9,003	–	–	0.01%	263
2013 Q4	$526K	Hold	9,003	–	–	0.01%	248
2013 Q3	$465K	Hold	9,003	–	–	0.01%	248
2013 Q2	$475K	Buy	+9,003	New	+$458K	0.01%	243

Other funds holding JPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kayne Anderson Rudnick Investment Management's JPM Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, selling an estimated $206K and leaving 24,779 shares worth $7.29M. The position accounts for 0.02% of the portfolio, ranked #243.

Kayne Anderson Rudnick Investment Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.26M in Q2 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 24,779 shares of JPMorgan Chase worth $7.29M as of Q1 2026.
Kayne Anderson Rudnick Investment Management sold 678 JPMorgan Chase shares in Q1 2026, an estimated $206K.
JPMorgan Chase made up 0.02% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #243 holding.
Kayne Anderson Rudnick Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Kayne Anderson Rudnick Investment Management's JPMorgan Chase position peaked at $8.26M in Q2 2025.
5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.