Key Capital Management
JPM icon

Key Capital Management’s JPMorgan Chase JPM Stock Holding History

Key Capital Management’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
Q3 		$202K Sell
610
-24
-4% -$8.39K 0.07% 137
2026
Q2 		$208K Buy
634
+297
+88% +$92.2K 0.11% 75
2026
Q1 		$99.1K Buy
337
+55
+20% +$16.7K 0.07% 102
2025
Q4 		$90.9K Buy
+282
New +$87.3K 0.09% 98

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Key Capital Management's JPM Position: Q3 2026 in Review

Key Capital Management reduced its JPMorgan Chase (JPM) stake by 3.8% in Q3 2026, selling an estimated $8.39K and leaving 610 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #137.

Key Capital Management first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $208K in Q2 2026. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Key Capital Management held 610 shares of JPMorgan Chase worth $202K as of Q3 2026.
  • Key Capital Management sold 24 JPMorgan Chase shares in Q3 2026, an estimated $8.39K.
  • JPMorgan Chase made up 0.07% of Key Capital Management's portfolio in Q3 2026, its #137 holding.
  • Key Capital Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's JPMorgan Chase position peaked at $208K in Q2 2026.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.