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Kendall Capital Management’s JPMorgan Chase JPM Stock Holding History

Kendall 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
Q1 		$459K Sell
1,562
-51
-3% -$15.5K 0.09% 165
2025
Q4 		$520K Buy
1,613
+115
+8% +$35.6K 0.11% 155
2025
Q3 		$473K Sell
1,498
-136
-8% -$40.4K 0.11% 162
2025
Q2 		$474K Buy
1,634
+73
+5% +$18.6K 0.13% 152
2025
Q1 		$383K Hold
1,561
– – 0.11% 161
2024
Q4 		$374K Sell
1,561
-35
-2% -$8.15K 0.11% 165
2024
Q3 		$337K Hold
1,596
– – 0.1% 177
2024
Q2 		$323K Hold
1,596
– – 0.11% 168
2024
Q1 		$320K Hold
1,596
– – 0.11% 169
2023
Q4 		$271K Hold
1,596
– – 0.11% 177
2023
Q3 		$231K Hold
1,596
– – 0.1% 177
2023
Q2 		$232K Hold
1,596
– – 0.1% 180
2023
Q1 		$208K Sell
1,596
-26
-2% -$3.56K 0.1% 178
2022
Q4 		$218K Buy
+1,622
New +$206K 0.11% 168
2022
Q1 		– Sell
-1,406
Closed -$223K – 164
2021
Q4 		$223K Buy
1,406
+100
+8% +$16.4K 0.11% 158
2021
Q3 		$214K Buy
+1,306
New +$205K 0.12% 148

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kendall Capital Management's JPM Position: Q1 2026 in Review

Kendall Capital Management reduced its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, selling an estimated $15.5K and leaving 1,562 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #165.

Kendall Capital Management first reported a position in JPM in Q3 2021 and has held it in 16 quarters since. The position peaked at $520K in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Kendall Capital Management held 1,562 shares of JPMorgan Chase worth $459K as of Q1 2026.
  • Kendall Capital Management sold 51 JPMorgan Chase shares in Q1 2026, an estimated $15.5K.
  • JPMorgan Chase made up 0.09% of Kendall Capital Management's portfolio in Q1 2026, its #165 holding.
  • Kendall Capital Management first reported a position in JPMorgan Chase in Q3 2021 and has held it in 16 quarters since.
  • Kendall Capital Management's JPMorgan Chase position peaked at $520K in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.