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Knollwood Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Knollwood Investment Advisory’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 		$2.05M Hold
6,273
– – 0.18% 102
2026
Q1 		$1.85M Hold
6,273
– – 0.19% 111
2025
Q4 		$2.02M Hold
6,273
– – 0.19% 111
2025
Q3 		$1.98M Sell
6,273
-37
-0.6% -$11K 0.18% 123
2025
Q2 		$1.83M Hold
6,310
– – 0.18% 129
2025
Q1 		$1.55M Hold
6,310
– – 0.17% 144
2024
Q4 		$1.51M Hold
6,310
– – 0.16% 147
2024
Q3 		$1.33M Hold
6,310
– – 0.14% 164
2024
Q2 		$1.28M Buy
+6,310
New +$1.23M 0.14% 161

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's JPM Position: Q2 2026 in Review

Knollwood Investment Advisory held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,273 shares worth $2.05M. The position accounts for 0.18% of the portfolio, ranked #102.

Knollwood Investment Advisory first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 5,152 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Knollwood Investment Advisory held 6,273 shares of JPMorgan Chase worth $2.05M as of Q2 2026.
  • Knollwood Investment Advisory left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.18% of Knollwood Investment Advisory's portfolio in Q2 2026, its #102 holding.
  • Knollwood Investment Advisory first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 5,152 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.