Kemnay Advisory Services’s JPMorgan Chase JPM Stock Holding History

Kemnay Advisory Services’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	$250K	Sell	851 -210	-20%	-$63.7K	0.04%	27
2025 Q4	$342K	Buy	+1,061	New	+$328K	0.05%	25
2022 Q4	–	Sell	-106,628	Closed	-$11.1M	–	30
2022 Q3	$11.1M	Sell	106,628 -47,319	-31%	-$5.43M	3.58%	16
2022 Q2	$17.3M	Hold	153,947	–	–	4.21%	7
2022 Q1	$21M	Hold	153,947	–	–	3.74%	13
2021 Q4	$24.4M	Buy	153,947 +31,447	+26%	+$5.16M	3.42%	14
2021 Q3	$20.1M	Hold	122,500	–	–	2.63%	18
2021 Q2	$19.1M	Hold	122,500	–	–	2.26%	18
2021 Q1	$18.6M	Hold	122,500	–	–	2.6%	16
2020 Q4	$15.6M	Hold	122,500	–	–	1.97%	16
2020 Q3	$11.8M	Hold	122,500	–	–	1.64%	21
2020 Q2	$11.5M	Buy	+122,500	New	+$11.6M	1.7%	21
2019 Q1	–	Sell	-11,331	Closed	-$1.11M	–	154
2018 Q4	$1.11M	Sell	11,331 -163	-1%	-$17.4K	0.41%	74
2018 Q3	$1.3M	Sell	11,494 -701	-6%	-$79.6K	0.4%	87
2018 Q2	$1.27M	Buy	12,195 +659	+6%	+$72.3K	0.4%	86
2018 Q1	$1.27M	Sell	11,536 -613	-5%	-$69.4K	0.55%	39
2017 Q4	$1.3M	Buy	12,149 +3,570	+42%	+$361K	0.58%	45
2017 Q3	$819K	Sell	8,579 -271	-3%	-$25K	0.35%	52
2017 Q2	$809K	Buy	+8,850	New	+$764K	0.47%	44

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

Kemnay Advisory Services's JPM Position: Q1 2026 in Review

Kemnay Advisory Services reduced its JPMorgan Chase (JPM) stake by 20% in Q1 2026, selling an estimated $63.7K and leaving 851 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #27.

Kemnay Advisory Services first reported a position in JPM in Q2 2017 and has held it in 19 quarters since. The position peaked at $24.4M in Q4 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Kemnay Advisory Services held 851 shares of JPMorgan Chase worth $250K as of Q1 2026.
Kemnay Advisory Services sold 210 JPMorgan Chase shares in Q1 2026, an estimated $63.7K.
JPMorgan Chase made up 0.04% of Kemnay Advisory Services's portfolio in Q1 2026, its #27 holding.
Kemnay Advisory Services first reported a position in JPMorgan Chase in Q2 2017 and has held it in 19 quarters since.
Kemnay Advisory Services's JPMorgan Chase position peaked at $24.4M in Q4 2021.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.