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Kennedy Investment Group’s JPMorgan Chase JPM Stock Holding History

Kennedy Investment Group’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 		$1.8M Sell
5,493
-85
-2% -$26.4K 0.61% 38
2026
Q1 		$1.64M Buy
5,578
+330
+6% +$100K 0.64% 38
2025
Q4 		$1.69M Sell
5,248
-57
-1% -$17.6K 0.64% 34
2025
Q3 		$1.67M Sell
5,305
-6
-0.1% -$1.78K 0.67% 36
2025
Q2 		$1.54M Buy
5,311
+29
+0.5% +$7.4K 0.65% 40
2025
Q1 		$1.3M Buy
5,282
+229
+5% +$58.4K 0.6% 43
2024
Q4 		$1.21M Buy
5,053
+48
+1% +$11.2K 0.55% 46
2024
Q3 		$1.06M Buy
5,005
+38
+0.8% +$8K 0.49% 54
2024
Q2 		$1M Buy
4,967
+183
+4% +$35.8K 0.51% 50
2024
Q1 		$958K Buy
4,784
+2
+0% +$361 0.51% 53
2023
Q4 		$813K Sell
4,782
-403
-8% -$61.1K 0.45% 59
2023
Q3 		$752K Sell
5,185
-4
-0.1% -$600 0.45% 61
2023
Q2 		$755K Sell
5,189
-487
-9% -$67K 0.44% 61
2023
Q1 		$740K Buy
5,676
+724
+15% +$99.2K 0.45% 60
2022
Q4 		$664K Buy
+4,952
New +$627K 0.42% 64

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Kennedy Investment Group's JPM Position: Q2 2026 in Review

Kennedy Investment Group reduced its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, selling an estimated $26.4K and leaving 5,493 shares worth $1.8M. The position accounts for 0.61% of the portfolio, ranked #38.

Kennedy Investment Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kennedy Investment Group held 5,493 shares of JPMorgan Chase worth $1.8M as of Q2 2026.
  • Kennedy Investment Group sold 85 JPMorgan Chase shares in Q2 2026, an estimated $26.4K.
  • JPMorgan Chase made up 0.61% of Kennedy Investment Group's portfolio in Q2 2026, its #38 holding.
  • Kennedy Investment Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.