Kentucky Retirement Systems’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1M | Buy |
310,364
+135,992
| +78% | +$41.3M | 1.33% | 9 |
|
|
2025
Q4 | $56.2M | Hold |
174,372
| – | – | 1.52% | 11 |
|
|
2025
Q3 | $55M | Sell |
174,372
-20,937
| -11% | -$6.23M | 1.52% | 11 |
|
|
2025
Q2 | $56.6M | Buy |
195,309
+3,416
| +2% | +$872K | 1.66% | 9 |
|
|
2025
Q1 | $47.1M | Sell |
191,893
-3,624
| -2% | -$924K | 1.44% | 11 |
|
|
2024
Q4 | $46.9M | Sell |
195,517
-2,693
| -1% | -$627K | 1.38% | 11 |
|
|
2024
Q3 | $41.8M | Sell |
198,210
-18,188
| -8% | -$3.83M | 1.23% | 12 |
|
|
2024
Q2 | $43.8M | Sell |
216,398
-3,154
| -1% | -$617K | 1.27% | 11 |
|
|
2024
Q1 | $44M | Sell |
219,552
-11,760
| -5% | -$2.12M | 1.31% | 11 |
|
|
2023
Q4 | $39.3M | Buy |
231,312
+3,081
| +1% | +$467K | 1.23% | 10 |
|
|
2023
Q3 | $33.1M | Sell |
228,231
-6,728
| -3% | -$1.01M | 1.15% | 13 |
|
|
2023
Q2 | $34.2M | Buy |
234,959
+3,038
| +1% | +$418K | 1.14% | 13 |
|
|
2023
Q1 | $30.2M | Buy |
231,921
+1,358
| +0.6% | +$186K | 1.11% | 13 |
|
|
2022
Q4 | $30.9M | Buy |
230,563
+1,007
| +0.4% | +$128K | 1.22% | 10 |
|
|
2022
Q3 | $24M | Buy |
229,556
+11,572
| +5% | +$1.33M | 1.02% | 12 |
|
|
2022
Q2 | $24.5M | Buy |
217,984
+29,614
| +16% | +$3.67M | 1.04% | 14 |
|
|
2022
Q1 | $25.7M | Buy |
188,370
+8,318
| +5% | +$1.23M | 1.05% | 12 |
|
|
2021
Q4 | $28.5M | Buy |
180,052
+6,491
| +4% | +$1.07M | 1.16% | 10 |
|
|
2021
Q3 | $28.4M | Sell |
173,561
-2,713
| -2% | -$425K | 1.34% | 10 |
|
|
2021
Q2 | $27.4M | Sell |
176,274
-12,461
| -7% | -$1.96M | 1.3% | 10 |
|
|
2021
Q1 | $28.7M | Sell |
188,735
-1,119
| -0.6% | -$161K | 1.4% | 9 |
|
|
2020
Q4 | $24.1M | Buy |
189,854
+12,382
| +7% | +$1.38M | 1.24% | 10 |
|
|
2020
Q3 | $17.1M | Buy |
177,472
+7,841
| +5% | +$770K | 1.05% | 15 |
|
|
2020
Q2 | $16M | Sell |
169,631
-44,577
| -21% | -$4.23M | 1.12% | 11 |
|
|
2020
Q1 | $19.3M | Buy |
214,208
+52,849
| +33% | +$6.42M | 1.32% | 9 |
|
|
2019
Q4 | $22.5M | Sell |
161,359
-2,485
| -2% | -$319K | 1.64% | 6 |
|
|
2019
Q3 | $19.3M | Buy |
163,844
+12,772
| +8% | +$1.44M | 1.53% | 6 |
|
|
2019
Q2 | $16.9M | Buy |
151,072
+7,920
| +6% | +$873K | 1.49% | 7 |
|
|
2019
Q1 | $14.5M | Sell |
143,152
-1,497
| -1% | -$154K | 1.4% | 10 |
|
|
2018
Q4 | $14.1M | Buy |
144,649
+1,526
| +1% | +$163K | 1.55% | 6 |
|
|
2018
Q3 | $16.1M | Sell |
143,123
-1,434
| -1% | -$163K | 1.54% | 6 |
|
|
2018
Q2 | $15.1M | Sell |
144,557
-34,550
| -19% | -$3.79M | 1.54% | 6 |
|
|
2018
Q1 | $19.7M | Sell |
179,107
-34,861
| -16% | -$3.95M | 1.68% | 6 |
|
|
2017
Q4 | $22.9M | Sell |
213,968
-4,179
| -2% | -$423K | 1.63% | 7 |
|
|
2017
Q3 | $20.8M | Sell |
218,147
-9,603
| -4% | -$886K | 1.57% | 8 |
|
|
2017
Q2 | $20.8M | Sell |
227,750
-1,259
| -0.5% | -$109K | 1.56% | 7 |
|
|
2017
Q1 | $20.1M | Sell |
229,009
-30,645
| -12% | -$2.7M | 1.55% | 8 |
|
|
2016
Q4 | $22.4M | Sell |
259,654
-16,403
| -6% | -$1.25M | 1.6% | 6 |
|
|
2016
Q3 | $18.4M | Sell |
276,057
-34,897
| -11% | -$2.28M | 1.22% | 11 |
|
|
2016
Q2 | $19.3M | Sell |
310,954
-26,237
| -8% | -$1.64M | 1.25% | 11 |
|
|
2016
Q1 | $20M | Buy |
337,191
+57,592
| +21% | +$3.36M | 1.21% | 15 |
|
|
2015
Q4 | $18.5M | Buy |
279,599
+25,850
| +10% | +$1.68M | 1.36% | 9 |
|
|
2015
Q3 | $15.5M | Buy |
253,749
+3,346
| +1% | +$219K | 1.33% | 9 |
|
|
2015
Q2 | $17M | Sell |
250,403
-541
| -0.2% | -$35.3K | 1.38% | 8 |
|
|
2015
Q1 | $15.2M | Sell |
250,944
-26,938
| -10% | -$1.6M | 1.23% | 9 |
|
|
2014
Q4 | $17.4M | Sell |
277,882
-14,733
| -5% | -$887K | 1.28% | 10 |
|
|
2014
Q3 | $17.6M | Buy |
+292,615
| New | +$17.1M | 1.29% | 11 |
|
|
2014
Q1 | $19.1M | Buy |
313,898
+3,534
| +1% | +$204K | 1.38% | 8 |
|
|
2013
Q4 | $18.1M | Sell |
310,364
-2,300
| -0.7% | -$126K | 1.33% | 9 |
|
|
2013
Q3 | $16.2M | Buy |
+312,664
| New | +$16.8M | 1.3% | 11 |
|
Other funds holding JPM
VCM
VPM
Kentucky Retirement Systems's JPM Position: Q1 2026 in Review
Kentucky Retirement Systems increased its JPMorgan Chase (JPM) stake by 78% in Q1 2026, buying an estimated $41.3M and bringing the position to 310,364 shares worth $18.1M. The position accounts for 1.33% of the portfolio, ranked #9.
Kentucky Retirement Systems first reported a position in JPM in Q3 2013 and has held it in 50 quarters since. The position peaked at $56.6M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Kentucky Retirement Systems held 310,364 shares of JPMorgan Chase worth $18.1M as of Q1 2026.
- Kentucky Retirement Systems bought 135,992 JPMorgan Chase shares in Q1 2026, an estimated $41.3M.
- JPMorgan Chase made up 1.33% of Kentucky Retirement Systems's portfolio in Q1 2026, its #9 holding.
- Kentucky Retirement Systems first reported a position in JPMorgan Chase in Q3 2013 and has held it in 50 quarters since.
- Kentucky Retirement Systems's JPMorgan Chase position peaked at $56.6M in Q2 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Kentucky Retirement Systems's 13F filing for Q1 2026, filed 19 May 2026.