Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s JPMorgan Chase JPM Stock Holding History

Kovitz Investment Group Partners’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
2020
Q4 		– Sell
-123
Closed -$201K – 421
2020
Q3 		$201K Buy
123
+4
+3% +$393 0.01% 391
2020
Q2 		$206K Buy
+119
New +$11.3K 0.01% 368

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

Kovitz Investment Group Partners's JPM Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its JPMorgan Chase (JPM) stake by 5% in Q1 2026, buying an estimated $1.25M and bringing the position to 86,090 shares worth $25.3M. The position accounts for 0.59% of the portfolio, ranked #41.

Kovitz Investment Group Partners first reported a position in JPM in Q1 2016 and has held it in 41 quarters since. The position peaked at $204M in Q4 2024. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Kovitz Investment Group Partners held 86,090 shares of JPMorgan Chase worth $25.3M as of Q1 2026.
  • Kovitz Investment Group Partners bought 4,108 JPMorgan Chase shares in Q1 2026, an estimated $1.25M.
  • JPMorgan Chase made up 0.59% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #41 holding.
  • Kovitz Investment Group Partners first reported a position in JPMorgan Chase in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's JPMorgan Chase position peaked at $204M in Q4 2024.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.