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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
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 $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

KP Management's JPM Position: Q1 2026 in Review

KP Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 16,527 shares worth $4.86M. The position accounts for 1.19% of the portfolio, ranked #34.

KP Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.33M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • KP Management held 16,527 shares of JPMorgan Chase worth $4.86M as of Q1 2026.
  • KP Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 1.19% of KP Management's portfolio in Q1 2026, its #34 holding.
  • KP Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • KP Management's JPMorgan Chase position peaked at $5.33M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on KP Management's 13F filing for Q1 2026, filed 15 May 2026.