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Kraematon Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Kraematon Investment Advisors’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 		$496K Buy
1,516
+7
+0.5% +$2.17K 0.37% 68
2026
Q1 		$444K Buy
1,509
+2
+0.1% +$607 0.36% 68
2025
Q4 		$486K Buy
1,507
+7
+0.5% +$2.17K 0.39% 64
2025
Q3 		$473K Buy
1,500
+6
+0.4% +$1.78K 0.4% 64
2025
Q2 		$433K Buy
1,494
+8
+0.5% +$2.04K 0.41% 60
2025
Q1 		$365K Sell
1,486
-3
-0.2% -$765 0.37% 64
2024
Q4 		$357K Buy
1,489
+7
+0.5% +$1.63K 0.35% 62
2024
Q3 		$313K Sell
1,482
-954
-39% -$201K 0.31% 65
2024
Q2 		$493K Buy
2,436
+13
+0.5% +$2.54K 0.5% 53
2024
Q1 		$485K Buy
2,423
+14
+0.6% +$2.53K 0.49% 52
2023
Q4 		$410K Hold
2,409
– – 0.45% 56
2023
Q3 		$349K Buy
2,409
+14
+0.6% +$2.1K 0.43% 59
2023
Q2 		$348K Buy
2,395
+16
+0.7% +$2.2K 0.38% 62
2023
Q1 		$310K Sell
2,379
-233
-9% -$31.9K 0.36% 62
2022
Q4 		$350K Buy
2,612
+19
+0.7% +$2.41K 0.38% 61
2022
Q3 		$271K Buy
2,593
+21
+0.8% +$2.41K 0.35% 69
2022
Q2 		$290K Buy
2,572
+19
+0.7% +$2.35K 0.34% 66
2022
Q1 		$348K Buy
2,553
+16
+0.6% +$2.36K 0.33% 64
2021
Q4 		$402K Buy
+2,537
New +$417K 0.36% 68

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Kraematon Investment Advisors's JPM Position: Q2 2026 in Review

Kraematon Investment Advisors increased its JPMorgan Chase (JPM) stake by 0.46% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,516 shares worth $496K. The position accounts for 0.37% of the portfolio, ranked #68.

Kraematon Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kraematon Investment Advisors held 1,516 shares of JPMorgan Chase worth $496K as of Q2 2026.
  • Kraematon Investment Advisors bought 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
  • JPMorgan Chase made up 0.37% of Kraematon Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Kraematon Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.