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Kuhn & Co Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Kuhn & Co Investment Counsel’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 		$905K Buy
3,077
+137
+5% +$41.6K 0.58% 52
2025
Q4 		$947K Buy
2,940
+1,303
+80% +$403K 0.63% 46
2025
Q3 		$516K Sell
1,637
-1,159
-41% -$345K 0.41% 78
2025
Q2 		$811K Sell
2,796
-41
-1% -$10.5K 0.61% 54
2025
Q1 		$696K Buy
2,837
+1,482
+109% +$378K 0.59% 56
2024
Q4 		$325K Buy
1,355
+80
+6% +$18.6K 0.28% 102
2024
Q3 		$269K Buy
1,275
+123
+11% +$25.9K 0.23% 112
2024
Q2 		$233K Sell
1,152
-70
-6% -$13.7K 0.21% 114
2024
Q1 		$245K Hold
1,222
– – 0.23% 113
2023
Q4 		$208K Buy
+1,222
New +$185K 0.21% 117

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

Kuhn & Co Investment Counsel's JPM Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its JPMorgan Chase (JPM) stake by 4.7% in Q1 2026, buying an estimated $41.6K and bringing the position to 3,077 shares worth $905K. The position accounts for 0.58% of the portfolio, ranked #52.

Kuhn & Co Investment Counsel first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $947K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Kuhn & Co Investment Counsel held 3,077 shares of JPMorgan Chase worth $905K as of Q1 2026.
  • Kuhn & Co Investment Counsel bought 137 JPMorgan Chase shares in Q1 2026, an estimated $41.6K.
  • JPMorgan Chase made up 0.58% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #52 holding.
  • Kuhn & Co Investment Counsel first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Kuhn & Co Investment Counsel's JPMorgan Chase position peaked at $947K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.