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Kinloch Capital’s JPMorgan Chase JPM Stock Holding History

Kinloch Capital’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
Q2 		$599K Buy
1,829
+167
+10% +$51.9K 0.22% 54
2026
Q1 		$489K Hold
1,662
– – 0.2% 59
2025
Q4 		$536K Sell
1,662
-366
-18% -$113K 0.23% 54
2025
Q3 		$640K Sell
2,028
-5
-0.2% -$1.49K 0.28% 52
2025
Q2 		$589K Buy
2,033
+26
+1% +$6.63K 0.27% 53
2025
Q1 		$492K Buy
2,007
+55
+3% +$14K 0.24% 57
2024
Q4 		$468K Sell
1,952
-350
-15% -$81.5K 0.23% 57
2024
Q3 		$485K Buy
2,302
+34
+1% +$7.16K 0.24% 60
2024
Q2 		$459K Buy
2,268
+275
+14% +$53.8K 0.24% 57
2024
Q1 		$399K Buy
1,993
+85
+4% +$15.3K 0.21% 55
2023
Q4 		$325K Buy
1,908
+60
+3% +$9.09K 0.21% 58
2023
Q3 		$268K Sell
1,848
-400
-18% -$60K 0.17% 61
2023
Q2 		$327K Sell
2,248
-159
-7% -$21.9K 0.19% 53
2023
Q1 		$314K Hold
2,407
– – 0.18% 55
2022
Q4 		$323K Hold
2,407
– – 0.19% 50
2022
Q3 		$252K Buy
2,407
+400
+20% +$45.9K 0.17% 60
2022
Q2 		$226K Sell
2,007
-5
-0.2% -$619 0.15% 64
2022
Q1 		$274K Buy
2,012
+405
+25% +$59.8K 0.16% 61
2021
Q4 		$254K Hold
1,607
– – 0.16% 61
2021
Q3 		$263K Sell
1,607
-110
-6% -$17.2K 0.19% 56
2021
Q2 		$267K Buy
+1,717
New +$270K 0.19% 60
2021
Q1 		– Sell
-159
Closed -$20K – 128
2020
Q4 		$20K Buy
+159
New +$17.8K 0.02% 149

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

Kinloch Capital's JPM Position: Q2 2026 in Review

Kinloch Capital increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $51.9K and bringing the position to 1,829 shares worth $599K. The position accounts for 0.22% of the portfolio, ranked #54.

Kinloch Capital first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $640K in Q3 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kinloch Capital held 1,829 shares of JPMorgan Chase worth $599K as of Q2 2026.
  • Kinloch Capital bought 167 JPMorgan Chase shares in Q2 2026, an estimated $51.9K.
  • JPMorgan Chase made up 0.22% of Kinloch Capital's portfolio in Q2 2026, its #54 holding.
  • Kinloch Capital first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Kinloch Capital's JPMorgan Chase position peaked at $640K in Q3 2025.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kinloch Capital's 13F filing for Q2 2026, filed 14 Aug 2026.