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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
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 $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

Kinloch Capital's JPM Position: Q1 2026 in Review

Kinloch Capital held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,662 shares worth $489K. The position accounts for 0.2% of the portfolio, ranked #59.

Kinloch Capital first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $640K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Kinloch Capital held 1,662 shares of JPMorgan Chase worth $489K as of Q1 2026.
  • Kinloch Capital left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.2% of Kinloch Capital's portfolio in Q1 2026, its #59 holding.
  • Kinloch Capital first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Kinloch Capital's JPMorgan Chase position peaked at $640K in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.