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 Q2	$294K	Buy	897 +46	+5%	+$14.3K	0.04%	30
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 $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

Kemnay Advisory Services's JPM Position: Q2 2026 in Review

Kemnay Advisory Services increased its JPMorgan Chase (JPM) stake by 5.4% in Q2 2026, buying an estimated $14.3K and bringing the position to 897 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #30.

Kemnay Advisory Services first reported a position in JPM in Q2 2017 and has held it in 20 quarters since. The position peaked at $24.4M in Q4 2021. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Kemnay Advisory Services held 897 shares of JPMorgan Chase worth $294K as of Q2 2026.
Kemnay Advisory Services bought 46 JPMorgan Chase shares in Q2 2026, an estimated $14.3K.
JPMorgan Chase made up 0.04% of Kemnay Advisory Services's portfolio in Q2 2026, its #30 holding.
Kemnay Advisory Services first reported a position in JPMorgan Chase in Q2 2017 and has held it in 20 quarters since.
Kemnay Advisory Services's JPMorgan Chase position peaked at $24.4M in Q4 2021.
5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.