M. Kraus & Co’s JPMorgan Chase JPM Stock Holding History

M. Kraus & Co’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	$2.57M	Sell	8,727 -25	-0.3%	-$7.59K	0.75%	29
2025 Q4	$2.82M	Sell	8,752 -59	-0.7%	-$18.3K	0.79%	28
2025 Q3	$2.78M	Buy	8,811 +239	+3%	+$71.1K	0.78%	29
2025 Q2	$2.49M	Hold	8,572	–	–	0.73%	31
2025 Q1	$2.1M	Sell	8,572 -45	-0.5%	-$11.5K	0.64%	33
2024 Q4	$2.07M	Sell	8,617 -141	-2%	-$32.8K	0.62%	33
2024 Q3	$1.85M	Hold	8,758	–	–	0.54%	32
2024 Q2	$1.77M	Buy	8,758 +150	+2%	+$29.3K	0.54%	33
2024 Q1	$1.72M	Buy	8,608 +359	+4%	+$64.8K	0.52%	33
2023 Q4	$1.4M	Hold	8,249	–	–	0.46%	34
2023 Q3	$1.2M	Hold	8,249	–	–	0.42%	35
2023 Q2	$1.2M	Buy	8,249 +15	+0.2%	+$2.06K	0.4%	34
2023 Q1	$1.07M	Buy	8,234 +717	+10%	+$98.2K	0.38%	35
2022 Q4	$1.01M	Sell	7,517 -9	-0.1%	-$1.14K	0.37%	36
2022 Q3	$786K	Buy	7,526 +88	+1%	+$10.1K	0.33%	39
2022 Q2	$838K	Hold	7,438	–	–	0.32%	38
2022 Q1	$1.01M	Sell	7,438 -8	-0.1%	-$1.18K	0.34%	35
2021 Q4	$1.18M	Buy	7,446 +133	+2%	+$21.8K	0.38%	34
2021 Q3	$1.2M	Buy	7,313 +11	+0.2%	+$1.73K	0.43%	32
2021 Q2	$1.14M	Buy	7,302 +62	+0.9%	+$9.74K	0.41%	33
2021 Q1	$1.1M	Buy	7,240 +291	+4%	+$41.9K	0.43%	33
2020 Q4	$883K	Sell	6,949 -274	-4%	-$30.6K	0.37%	35
2020 Q3	$695K	Buy	7,223 +53	+0.7%	+$5.21K	0.33%	37
2020 Q2	$674K	Buy	7,170 +750	+12%	+$71.2K	0.35%	36
2020 Q1	$578K	Sell	6,420 -25	-0.4%	-$3.04K	0.35%	35
2019 Q4	$898K	Sell	6,445 -54	-0.8%	-$6.93K	0.45%	32
2019 Q3	$765K	Buy	6,499 +194	+3%	+$21.9K	0.42%	33
2019 Q2	$705K	Buy	6,305 +569	+10%	+$62.7K	0.39%	34
2019 Q1	$581K	Hold	5,736	–	–	0.34%	35
2018 Q4	$560K	Buy	5,736 +1,170	+26%	+$125K	0.37%	36
2018 Q3	$515K	Buy	4,566 +500	+12%	+$56.8K	0.3%	40
2018 Q2	$424K	Sell	4,066 -25	-0.6%	-$2.74K	0.27%	39
2018 Q1	$450K	Hold	4,091	–	–	0.29%	36
2017 Q4	$437K	Hold	4,091	–	–	0.26%	39
2017 Q3	$391K	Sell	4,091 -242	-6%	-$22.3K	0.24%	41
2017 Q2	$396K	Buy	4,333 +2	+0%	+$173	0.25%	41
2017 Q1	$380K	Sell	4,331 -216	-5%	-$19.1K	0.25%	43
2016 Q4	$392K	Buy	4,547 +905	+25%	+$69K	0.27%	41
2016 Q3	$243K	Buy	3,642 +4	+0.1%	+$261	0.17%	45
2016 Q2	$226K	Hold	3,638	–	–	0.16%	46
2016 Q1	$215K	Hold	3,638	–	–	0.16%	49
2015 Q4	$240K	Hold	3,638	–	–	0.18%	48
2015 Q3	$222K	Hold	3,638	–	–	0.18%	48
2015 Q2	$247K	Hold	3,638	–	–	0.18%	45
2015 Q1	$220K	Sell	3,638 -100	-3%	-$5.92K	0.16%	45
2014 Q4	$234K	Sell	3,738 -25	-0.7%	-$1.5K	0.17%	46
2014 Q3	$227K	Sell	3,763 -200	-5%	-$11.7K	0.17%	43
2014 Q2	$228K	Hold	3,963	–	–	0.17%	45
2014 Q1	$241K	Hold	3,963	–	–	0.2%	45
2013 Q4	$232K	Buy	+3,963	New	+$217K	0.19%	46

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

M. Kraus & Co's JPM Position: Q1 2026 in Review

M. Kraus & Co reduced its JPMorgan Chase (JPM) stake by 0.29% in Q1 2026, selling an estimated $7.59K and leaving 8,727 shares worth $2.57M. The position accounts for 0.75% of the portfolio, ranked #29.

M. Kraus & Co first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.82M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

M. Kraus & Co held 8,727 shares of JPMorgan Chase worth $2.57M as of Q1 2026.
M. Kraus & Co sold 25 JPMorgan Chase shares in Q1 2026, an estimated $7.59K.
JPMorgan Chase made up 0.75% of M. Kraus & Co's portfolio in Q1 2026, its #29 holding.
M. Kraus & Co first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
M. Kraus & Co's JPMorgan Chase position peaked at $2.82M in Q4 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on M. Kraus & Co's 13F filing for Q1 2026, filed 14 Apr 2026.