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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
Q2 		$1.02M Buy
3,105
+28
+0.9% +$8.7K 0.59% 45
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 $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

Kuhn & Co Investment Counsel's JPM Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its JPMorgan Chase (JPM) stake by 0.91% in Q2 2026, buying an estimated $8.7K and bringing the position to 3,105 shares worth $1.02M. The position accounts for 0.59% of the portfolio, ranked #45.

Kuhn & Co Investment Counsel first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kuhn & Co Investment Counsel held 3,105 shares of JPMorgan Chase worth $1.02M as of Q2 2026.
  • Kuhn & Co Investment Counsel bought 28 JPMorgan Chase shares in Q2 2026, an estimated $8.7K.
  • JPMorgan Chase made up 0.59% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #45 holding.
  • Kuhn & Co Investment Counsel first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.