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Rather & Kittrell’s JPMorgan Chase JPM Stock Holding History

Rather & Kittrell’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 		$668K Buy
2,039
+192
+10% +$59.6K 0.09% 67
2026
Q1 		$543K Sell
1,847
-22
-1% -$6.68K 0.08% 72
2025
Q4 		$602K Sell
1,869
-60
-3% -$18.6K 0.1% 68
2025
Q3 		$608K Buy
1,929
+455
+31% +$135K 0.11% 66
2025
Q2 		$427K Buy
1,474
+32
+2% +$8.17K 0.08% 65
2025
Q1 		$354K Buy
1,442
+32
+2% +$8.16K 0.08% 70
2024
Q4 		$338K Buy
1,410
+2
+0.1% +$466 0.08% 69
2024
Q3 		$297K Buy
1,408
+38
+3% +$8K 0.07% 73
2024
Q2 		$277K Sell
1,370
-20
-1% -$3.91K 0.08% 71
2024
Q1 		$278K Buy
1,390
+63
+5% +$11.4K 0.08% 68
2023
Q4 		$226K Buy
+1,327
New +$201K 0.08% 65
2022
Q1 		– Sell
-723
Closed -$114K – 185
2021
Q4 		$114K Buy
+723
New +$119K 0.1% 84

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 $3.38T AUM 44.17% 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

Rather & Kittrell's JPM Position: Q2 2026 in Review

Rather & Kittrell increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $59.6K and bringing the position to 2,039 shares worth $668K. The position accounts for 0.09% of the portfolio, ranked #67.

Rather & Kittrell first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Rather & Kittrell held 2,039 shares of JPMorgan Chase worth $668K as of Q2 2026.
  • Rather & Kittrell bought 192 JPMorgan Chase shares in Q2 2026, an estimated $59.6K.
  • JPMorgan Chase made up 0.09% of Rather & Kittrell's portfolio in Q2 2026, its #67 holding.
  • Rather & Kittrell first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.