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Kodai Capital Management’s JPMorgan Chase JPM Stock Holding History

Kodai 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
2025
Q1 		$22.5M Sell
91,534
-16,879
-16% -$4.3M 0.89% 46
2024
Q4 		$26M Buy
+108,413
New +$25.3M 1.07% 37

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Kodai Capital Management's JPM Position: Q1 2025 in Review

Kodai Capital Management reduced its JPMorgan Chase (JPM) stake by 16% in Q1 2025, selling an estimated $4.3M and leaving 91,534 shares worth $22.5M. The position accounts for 0.89% of the portfolio, ranked #46.

Kodai Capital Management first reported a position in JPM in Q4 2024 and has held it in 2 quarters since. The position peaked at $26M in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Kodai Capital Management held 91,534 shares of JPMorgan Chase worth $22.5M as of Q1 2025.
  • Kodai Capital Management sold 16,879 JPMorgan Chase shares in Q1 2025, an estimated $4.3M.
  • JPMorgan Chase made up 0.89% of Kodai Capital Management's portfolio in Q1 2025, its #46 holding.
  • Kodai Capital Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 2 quarters since.
  • Kodai Capital Management's JPMorgan Chase position peaked at $26M in Q4 2024.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.