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KG&L Capital Management’s JPMorgan Chase JPM Stock Holding History

KG&L 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
Q1 		$8.63M Sell
29,952
-22,547
-43% -$6.84M 6.19% 2
2025
Q4 		$16.7M Buy
52,499
+2,518
+5% +$780K 4.14% 3
2025
Q3 		$15.6M Sell
49,981
-1,229
-2% -$366K 4.16% 2
2025
Q2 		$14.7M Sell
51,210
-1,366
-3% -$349K 4.33% 3
2025
Q1 		$12.8M Buy
52,576
+624
+1% +$159K 4.14% 3
2024
Q4 		$12.3M Sell
51,952
-528
-1% -$123K 3.97% 5
2024
Q3 		$11M Buy
52,480
+728
+1% +$153K 3.55% 5
2024
Q2 		$10.4M Sell
51,752
-771
-1% -$151K 3.6% 7
2024
Q1 		$10.5M Sell
52,523
-480
-0.9% -$86.6K 4.15% 2
2023
Q4 		$8.99M Buy
53,003
+380
+0.7% +$57.6K 3.76% 5
2023
Q3 		$7.63M Buy
52,623
+175
+0.3% +$26.2K 3.68% 7
2023
Q2 		$7.63M Sell
52,448
-316
-0.6% -$43.5K 3.66% 7
2023
Q1 		$6.88M Buy
52,764
+56
+0.1% +$7.67K 3.61% 6
2022
Q4 		$7.07M Sell
52,708
-2,844
-5% -$360K 4.09% 4
2022
Q3 		$5.8M Buy
55,552
+571
+1% +$65.5K 3.28% 5
2022
Q2 		$6.19M Buy
54,981
+182
+0.3% +$22.5K 3.34% 5
2022
Q1 		$7.47M Buy
54,799
+4,365
+9% +$644K 3.11% 5
2021
Q4 		$7.99M Buy
50,434
+2,100
+4% +$345K 3.22% 4
2021
Q3 		$7.91M Buy
48,334
+1,191
+3% +$187K 3.47% 4
2021
Q2 		$7.33M Buy
47,143
+2,578
+6% +$405K 3.34% 4
2021
Q1 		$6.78M Sell
44,565
-969
-2% -$139K 3.38% 4
2020
Q4 		$5.79M Buy
45,534
+1,981
+5% +$221K 3.15% 4
2020
Q3 		$4.19M Buy
43,553
+9,430
+28% +$926K 2.62% 6
2020
Q2 		$3.21M Buy
34,123
+2,995
+10% +$284K 2.47% 8
2020
Q1 		$2.8M Buy
31,128
+1,588
+5% +$193K 2.79% 5
2019
Q4 		$4.12M Buy
29,540
+302
+1% +$38.7K 3.49% 5
2019
Q3 		$3.44M Buy
29,238
+2,651
+10% +$300K 3.12% 6
2019
Q2 		$2.97M Buy
26,587
+786
+3% +$86.7K 2.84% 6
2019
Q1 		$2.61M Sell
25,801
-232
-0.9% -$23.9K 2.63% 7
2018
Q4 		$2.55M Buy
+26,033
New +$2.77M 2.85% 5

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

KG&L Capital Management's JPM Position: Q1 2026 in Review

KG&L Capital Management reduced its JPMorgan Chase (JPM) stake by 43% in Q1 2026, selling an estimated $6.84M and leaving 29,952 shares worth $8.63M. The position accounts for 6.19% of the portfolio, ranked #2.

KG&L Capital Management first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.7M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • KG&L Capital Management held 29,952 shares of JPMorgan Chase worth $8.63M as of Q1 2026.
  • KG&L Capital Management sold 22,547 JPMorgan Chase shares in Q1 2026, an estimated $6.84M.
  • JPMorgan Chase made up 6.19% of KG&L Capital Management's portfolio in Q1 2026, its #2 holding.
  • KG&L Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • KG&L Capital Management's JPMorgan Chase position peaked at $16.7M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.