Kennedy Capital Management’s JPMorgan Chase JPM Stock Holding History

Kennedy 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	$274K	Sell	932 -6	-0.6%	-$1.82K	0.01%	523
2025 Q4	$302K	Hold	938	–	–	0.01%	519
2025 Q3	$296K	Sell	938 -26,392	-97%	-$7.85M	0.01%	539
2025 Q2	$7.92M	Sell	27,330 -4,688	-15%	-$1.2M	0.19%	199
2025 Q1	$7.85M	Sell	32,018 -3,447	-10%	-$879K	0.19%	187
2024 Q4	$8.5M	Sell	35,465 -1,854	-5%	-$432K	0.19%	170
2024 Q3	$7.87M	Buy	37,319 +35,965	+2,656%	+$7.58M	0.17%	204
2024 Q2	$274K	Hold	1,354	–	–	0.01%	666
2024 Q1	$271K	Buy	1,354 +4	+0.3%	+$722	0.01%	684
2023 Q4	$230K	Buy	+1,350	New	+$205K	0.01%	669

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

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

Kennedy Capital Management reduced its JPMorgan Chase (JPM) stake by 0.64% in Q1 2026, selling an estimated $1.82K and leaving 932 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #523.

Kennedy Capital Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.5M in Q4 2024. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Kennedy Capital Management held 932 shares of JPMorgan Chase worth $274K as of Q1 2026.
Kennedy Capital Management sold 6 JPMorgan Chase shares in Q1 2026, an estimated $1.82K.
JPMorgan Chase made up 0.01% of Kennedy Capital Management's portfolio in Q1 2026, its #523 holding.
Kennedy Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Kennedy Capital Management's JPMorgan Chase position peaked at $8.5M in Q4 2024.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.