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KRS Capital Management’s JPMorgan Chase JPM Stock Holding History

KRS 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
2026
Q2 		$2.52M Buy
7,713
+39
+0.5% +$12.1K 1.18% 14
2026
Q1 		$2.26M Buy
7,674
+31
+0.4% +$9.41K 1.38% 12
2025
Q4 		$2.46M Buy
7,643
+110
+1% +$34.1K 1.42% 12
2025
Q3 		$2.38M Buy
7,533
+114
+2% +$33.9K 1.44% 12
2025
Q2 		$2.15M Buy
7,419
+309
+4% +$78.9K 1.44% 12
2025
Q1 		$1.74M Buy
7,110
+424
+6% +$108K 1.39% 12
2024
Q4 		$1.6M Sell
6,686
-41
-0.6% -$9.55K 1.13% 16
2024
Q3 		$1.42M Sell
6,727
-423
-6% -$89.1K 1.03% 19
2024
Q2 		$1.45M Sell
7,150
-492
-6% -$96.2K 1.08% 19
2024
Q1 		$1.53M Sell
7,642
-297
-4% -$53.6K 1.24% 15
2023
Q4 		$1.35M Sell
7,939
-584
-7% -$88.5K 1.26% 15
2023
Q3 		$1.24M Sell
8,523
-181
-2% -$27.1K 1.32% 14
2023
Q2 		$1.27M Buy
8,704
+21
+0.2% +$2.89K 1.26% 14
2023
Q1 		$1.13M Sell
8,683
-437
-5% -$59.9K 1.27% 16
2022
Q4 		$1.22M Sell
9,120
-47
-0.5% -$5.96K 1.67% 11
2022
Q3 		$957K Buy
9,167
+159
+2% +$18.2K 1.32% 17
2022
Q2 		$1.01M Buy
9,008
+76
+0.9% +$9.42K 1.44% 14
2022
Q1 		$1.22M Buy
8,932
+450
+5% +$66.4K 1.32% 14
2021
Q4 		$1.34M Buy
+8,482
New +$1.39M 1.15% 15

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

KRS Capital Management's JPM Position: Q2 2026 in Review

KRS Capital Management increased its JPMorgan Chase (JPM) stake by 0.51% in Q2 2026, buying an estimated $12.1K and bringing the position to 7,713 shares worth $2.52M. The position accounts for 1.18% of the portfolio, ranked #14.

KRS Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • KRS Capital Management held 7,713 shares of JPMorgan Chase worth $2.52M as of Q2 2026.
  • KRS Capital Management bought 39 JPMorgan Chase shares in Q2 2026, an estimated $12.1K.
  • JPMorgan Chase made up 1.18% of KRS Capital Management's portfolio in Q2 2026, its #14 holding.
  • KRS Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on KRS Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.