Kirtland Hills Capital Management’s JPMorgan Chase JPM Stock Holding History

Kirtland Hills 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
2026 Q1	$2.15M	Buy	6,889 +9	+0.1%	+$2.73K	0.68%	42
2025 Q4	$2.22M	Buy	6,880 +109	+2%	+$33.7K	0.78%	34
2025 Q3	$2.14M	Buy	6,771 +512	+8%	+$152K	0.85%	36
2025 Q2	$1.81M	Buy	6,259 +469	+8%	+$120K	0.84%	37
2025 Q1	$1.34M	Buy	5,790 +1,400	+32%	+$357K	0.82%	36
2024 Q4	$1.05M	Buy	4,390 +180	+4%	+$41.9K	0.67%	52
2024 Q3	$888K	Sell	4,210 -576	-12%	-$121K	0.49%	63
2024 Q2	$700K	Buy	4,786 +570	+14%	+$111K	0.58%	62
2024 Q1	$822K	Buy	+4,216	New	+$761K	0.71%	54

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kirtland Hills Capital Management's JPM Position: Q1 2026 in Review

Kirtland Hills Capital Management increased its JPMorgan Chase (JPM) stake by 0.13% in Q1 2026, buying an estimated $2.73K and bringing the position to 6,889 shares worth $2.15M. The position accounts for 0.68% of the portfolio, ranked #42.

Kirtland Hills Capital Management first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.22M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Kirtland Hills Capital Management held 6,889 shares of JPMorgan Chase worth $2.15M as of Q1 2026.
Kirtland Hills Capital Management bought 9 JPMorgan Chase shares in Q1 2026, an estimated $2.73K.
JPMorgan Chase made up 0.68% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #42 holding.
Kirtland Hills Capital Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Kirtland Hills Capital Management's JPMorgan Chase position peaked at $2.22M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.