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 Q2	$287K	Sell	878 -54	-6%	-$16.8K	0.01%	526
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Kennedy Capital Management's JPM Position: Q2 2026 in Review

Kennedy Capital Management reduced its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, selling an estimated $16.8K and leaving 878 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #526.

Kennedy Capital Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.5M in Q4 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Kennedy Capital Management held 878 shares of JPMorgan Chase worth $287K as of Q2 2026.
Kennedy Capital Management sold 54 JPMorgan Chase shares in Q2 2026, an estimated $16.8K.
JPMorgan Chase made up 0.01% of Kennedy Capital Management's portfolio in Q2 2026, its #526 holding.
Kennedy Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Kennedy Capital Management's JPMorgan Chase position peaked at $8.5M in Q4 2024.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.