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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
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 $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

Rather & Kittrell's JPM Position: Q1 2026 in Review

Rather & Kittrell reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, selling an estimated $6.68K and leaving 1,847 shares worth $543K. The position accounts for 0.08% of the portfolio, ranked #72.

Rather & Kittrell first reported a position in JPM in Q4 2021 and has held it in 11 quarters since. The position peaked at $608K in Q3 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Rather & Kittrell held 1,847 shares of JPMorgan Chase worth $543K as of Q1 2026.
  • Rather & Kittrell sold 22 JPMorgan Chase shares in Q1 2026, an estimated $6.68K.
  • JPMorgan Chase made up 0.08% of Rather & Kittrell's portfolio in Q1 2026, its #72 holding.
  • Rather & Kittrell first reported a position in JPMorgan Chase in Q4 2021 and has held it in 11 quarters since.
  • Rather & Kittrell's JPMorgan Chase position peaked at $608K in Q3 2025.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.