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KP Management’s JPMorgan Chase JPM Stock Holding History

KP 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
Q2 		$5.41M Hold
16,527
– – 1.02% 41
2026
Q1 		$4.86M Hold
16,527
– – 1.19% 34
2025
Q4 		$5.33M Hold
16,527
– – 1.47% 28
2025
Q3 		$5.21M Hold
16,527
– – 1.65% 23
2025
Q2 		$4.79M Hold
16,527
– – 1.76% 23
2025
Q1 		$4.05M Hold
16,527
– – 1.4% 27
2024
Q4 		$3.96M Hold
16,527
– – 1.24% 31
2024
Q3 		$3.48M Hold
16,527
– – 1.12% 40
2024
Q2 		$3.34M Hold
16,527
– – 1.16% 36
2024
Q1 		$3.31M Hold
16,527
– – 1.28% 32
2023
Q4 		$2.81M Buy
+16,527
New +$2.5M 1.2% 32

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 $3.37T AUM 44.26% 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

KP Management's JPM Position: Q2 2026 in Review

KP Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 16,527 shares worth $5.41M. The position accounts for 1.02% of the portfolio, ranked #41.

KP Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • KP Management held 16,527 shares of JPMorgan Chase worth $5.41M as of Q2 2026.
  • KP Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.02% of KP Management's portfolio in Q2 2026, its #41 holding.
  • KP Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on KP Management's 13F filing for Q2 2026, filed 14 Aug 2026.