Kennebec Savings Bank’s JPMorgan Chase JPM Stock Holding History

Kennebec Savings Bank’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	$3.89M	Buy	11,869 +1,832	+18%	+$569K	3.12%	5
2026 Q1	$2.95M	Sell	10,037 -146	-1%	-$44.3K	2.65%	6
2025 Q4	$3.28M	Sell	10,183 -243	-2%	-$75.2K	2.83%	6
2025 Q3	$3.29M	Sell	10,426 -23	-0.2%	-$6.84K	3%	5
2025 Q2	$3.03M	Sell	10,449 -160	-2%	-$40.8K	2.97%	5
2025 Q1	$2.6M	Sell	10,609 -879	-8%	-$224K	2.75%	4
2024 Q4	$2.81M	Sell	11,488 -333	-3%	-$77.6K	2.83%	4
2024 Q3	$2.49M	Buy	+11,821	New	+$2.49M	2.47%	4

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Kennebec Savings Bank's JPM Position: Q2 2026 in Review

Kennebec Savings Bank increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $569K and bringing the position to 11,869 shares worth $3.89M. The position accounts for 3.12% of the portfolio, ranked #5.

Kennebec Savings Bank first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Kennebec Savings Bank held 11,869 shares of JPMorgan Chase worth $3.89M as of Q2 2026.
Kennebec Savings Bank bought 1,832 JPMorgan Chase shares in Q2 2026, an estimated $569K.
JPMorgan Chase made up 3.12% of Kennebec Savings Bank's portfolio in Q2 2026, its #5 holding.
Kennebec Savings Bank first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.