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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
2019
Q1 		– Sell
-3,900
Closed -$3K – 114
2018
Q4 		$3K Buy
+3,900
New +$416K ﹤0.01% 124

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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.