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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
2020
Q4 		– Sell
-12,500
Closed -$343K – 146
2020
Q3 		$343K Buy
+12,500
New +$1.23M 0.21% 86
2019
Q1 		– Sell
-1,100
Closed -$22K – 113
2018
Q4 		$22K Buy
+1,100
New +$117K 0.02% 102

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. 5,056 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.
  • 5,056 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.