KG&L Capital Management’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
Q2 | $9.46M | Sell |
28,885
-1,067
| -4% | -$331K | 5.63% | 2 |
|
|
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
KG&L Capital Management's JPM Position: Q2 2026 in Review
KG&L Capital Management reduced its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, selling an estimated $331K and leaving 28,885 shares worth $9.46M. The position accounts for 5.63% of the portfolio, ranked #2.
KG&L Capital Management first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.7M in Q4 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- KG&L Capital Management held 28,885 shares of JPMorgan Chase worth $9.46M as of Q2 2026.
- KG&L Capital Management sold 1,067 JPMorgan Chase shares in Q2 2026, an estimated $331K.
- JPMorgan Chase made up 5.63% of KG&L Capital Management's portfolio in Q2 2026, its #2 holding.
- KG&L Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- KG&L Capital Management's JPMorgan Chase position peaked at $16.7M in Q4 2025.
- 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.