Kera Capital Partners’s JPMorgan Chase JPM Stock Holding History

Kera Capital Partners’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	$8.43M	Buy	28,663 +329	+1%	+$99.8K	1.03%	21
2025 Q4	$8.67M	Buy	28,334 +984	+4%	+$305K	1.07%	23
2025 Q3	$8.63M	Buy	27,350 +5,962	+28%	+$1.77M	1.29%	17
2025 Q2	$6.2M	Buy	21,388 +1,534	+8%	+$391K	1.22%	22
2025 Q1	$4.87M	Buy	19,854 +254	+1%	+$64.8K	1.45%	23
2024 Q4	$4.7M	Buy	+19,600	New	+$4.57M	1.35%	22

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

Kera Capital Partners's JPM Position: Q1 2026 in Review

Kera Capital Partners increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $99.8K and bringing the position to 28,663 shares worth $8.43M. The position accounts for 1.03% of the portfolio, ranked #21.

Kera Capital Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.67M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Kera Capital Partners held 28,663 shares of JPMorgan Chase worth $8.43M as of Q1 2026.
Kera Capital Partners bought 329 JPMorgan Chase shares in Q1 2026, an estimated $99.8K.
JPMorgan Chase made up 1.03% of Kera Capital Partners's portfolio in Q1 2026, its #21 holding.
Kera Capital Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Kera Capital Partners's JPMorgan Chase position peaked at $8.67M in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kera Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.