LMKC
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L.M. Kohn & Company’s JPMorgan Chase JPM Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$2.54M Sell
8,039
-9,856
-55% -$2.93M 3.05% 5
2025
Q2 		$5.19M Sell
17,895
-475
-3% -$121K 1.4% 13
2025
Q1 		$4.51M Buy
18,370
+350
+2% +$89.2K 1.18% 20
2024
Q4 		$4.32M Sell
18,020
-15
-0.1% -$3.49K 1.12% 18
2024
Q3 		$3.8M Buy
18,035
+72
+0.4% +$15.2K 0.96% 18
2024
Q2 		$3.63M Buy
17,963
+935
+5% +$183K 0.98% 18
2024
Q1 		$3.41M Buy
17,028
+779
+5% +$141K 0.96% 17
2023
Q4 		$2.76M Buy
16,249
+1,110
+7% +$168K 0.88% 19
2023
Q3 		$2.2M Sell
15,139
-74
-0.5% -$11.1K 0.8% 19
2023
Q2 		$2.21M Buy
15,213
+3,450
+29% +$475K 0.84% 20
2023
Q1 		$1.53M Buy
11,763
+236
+2% +$32.3K 0.64% 28
2022
Q4 		$1.55M Buy
11,527
+176
+2% +$22.3K 0.72% 27
2022
Q3 		$1.19M Sell
11,351
-95
-0.8% -$10.9K 0.58% 40
2022
Q2 		$1.29M Buy
11,446
+176
+2% +$21.8K 0.6% 40
2022
Q1 		$1.54M Buy
+11,270
New +$1.66M 0.59% 35

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

L.M. Kohn & Company's JPM Position: Q3 2025 in Review

L.M. Kohn & Company reduced its JPMorgan Chase (JPM) stake by 55% in Q3 2025, selling an estimated $2.93M and leaving 8,039 shares worth $2.54M. The position accounts for 3.05% of the portfolio, ranked #5.

L.M. Kohn & Company first reported a position in JPM in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.19M in Q2 2025. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • L.M. Kohn & Company held 8,039 shares of JPMorgan Chase worth $2.54M as of Q3 2025.
  • L.M. Kohn & Company sold 9,856 JPMorgan Chase shares in Q3 2025, an estimated $2.93M.
  • JPMorgan Chase made up 3.05% of L.M. Kohn & Company's portfolio in Q3 2025, its #5 holding.
  • L.M. Kohn & Company first reported a position in JPMorgan Chase in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's JPMorgan Chase position peaked at $5.19M in Q2 2025.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.