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Kensington Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Kensington Investment Counsel’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 		$8.59M Sell
26,248
-1,345
-5% -$418K 3.73% 4
2026
Q1 		$8.12M Buy
27,593
+730
+3% +$222K 3.91% 4
2025
Q4 		$8.66M Buy
26,863
+173
+0.6% +$53.6K 3.52% 3
2025
Q3 		$8.42M Buy
26,690
+462
+2% +$137K 3.43% 4
2025
Q2 		$7.6M Buy
26,228
+662
+3% +$169K 3.26% 4
2025
Q1 		$6.27M Buy
25,566
+546
+2% +$139K 2.79% 8
2024
Q4 		$6M Buy
25,020
+2,594
+12% +$604K 2.5% 7
2024
Q3 		$4.73M Buy
22,426
+291
+1% +$61.3K 1.98% 11
2024
Q2 		$4.48M Buy
22,135
+726
+3% +$142K 1.98% 12
2024
Q1 		$4.29M Buy
21,409
+1,475
+7% +$266K 1.96% 13
2023
Q4 		$3.39M Buy
19,934
+2,752
+16% +$417K 1.78% 17
2023
Q3 		$2.49M Buy
17,182
+1,361
+9% +$204K 1.55% 21
2023
Q2 		$2.3M Buy
15,821
+2,082
+15% +$286K 1.46% 23
2023
Q1 		$1.79M Buy
13,739
+1,088
+9% +$149K 1.35% 31
2022
Q4 		$1.7M Sell
12,651
-315
-2% -$39.9K 1.33% 31
2022
Q3 		$1.35M Buy
12,966
+659
+5% +$75.6K 1.14% 41
2022
Q2 		$1.39M Sell
12,307
-216
-2% -$26.8K 1.18% 39
2022
Q1 		$1.71M Buy
12,523
+637
+5% +$94K 1.13% 40
2021
Q4 		$1.88M Buy
+11,886
New +$1.95M 1.1% 39
2021
Q2 		$1.82M Buy
11,719
+210
+2% +$33K 1.25% 35
2021
Q1 		$1.75M Buy
11,509
+1,465
+15% +$211K 1.32% 29
2020
Q4 		$1.28M Buy
+10,044
New +$1.12M 1.05% 42

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kensington Investment Counsel's JPM Position: Q2 2026 in Review

Kensington Investment Counsel reduced its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, selling an estimated $418K and leaving 26,248 shares worth $8.59M. The position accounts for 3.73% of the portfolio, ranked #4.

Kensington Investment Counsel first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.66M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kensington Investment Counsel held 26,248 shares of JPMorgan Chase worth $8.59M as of Q2 2026.
  • Kensington Investment Counsel sold 1,345 JPMorgan Chase shares in Q2 2026, an estimated $418K.
  • JPMorgan Chase made up 3.73% of Kensington Investment Counsel's portfolio in Q2 2026, its #4 holding.
  • Kensington Investment Counsel first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Kensington Investment Counsel's JPMorgan Chase position peaked at $8.66M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kensington Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.