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Kercheville Advisors’s JPMorgan Chase JPM Stock Holding History

Kercheville Advisors’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 		– Sell
-6,195
Closed -$1.88M – 120
2025
Q4 		$1.88M Buy
6,195
+430
+7% +$133K 0.49% 43
2025
Q3 		$1.82M Sell
5,765
-3,300
-36% -$981K 0.55% 36
2025
Q2 		$2.63M Buy
9,065
+7,015
+342% +$1.79M 0.91% 27
2025
Q1 		$503K Buy
2,050
+25
+1% +$6.37K 0.21% 61
2024
Q4 		$485K Hold
2,025
– – 0.19% 60
2024
Q3 		$427K Sell
2,025
-45
-2% -$9.48K 0.18% 60
2024
Q2 		$419K Sell
2,070
-300
-13% -$58.6K 0.18% 57
2024
Q1 		$475K Buy
+2,370
New +$428K 0.22% 50

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kercheville Advisors's JPM Position: Q1 2026 in Review

Kercheville Advisors sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 6,195 shares — an estimated $1.88M sold.

Kercheville Advisors first reported a position in JPM in Q1 2024 and held it in 8 quarters. The position peaked at $2.63M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Kercheville Advisors reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Kercheville Advisors sold 6,195 JPMorgan Chase shares in Q1 2026, an estimated $1.88M.
  • Kercheville Advisors first reported a position in JPMorgan Chase in Q1 2024 and held it in 8 quarters.
  • Kercheville Advisors's JPMorgan Chase position peaked at $2.63M in Q2 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.