JPM
JPMorgan Chase & Co
JPMorgan Chase & Co historical holders
total: 31
Kahn Brothers Group JPMorgan Chase & Co transactions over time
- Total transactions:
- 20
- New positions:
- 1
- Added:
- 5
- Reduced:
- 14
- Held since:
- 2020 Q1
- Held for:
- 26 quarters
- Latest activity:
- 2026 Q2
Kahn Brothers Group has been an institutional investor in JPMorgan Chase & Co (JPM) since 2020 Q1. According to 2026 Q2 report, Kahn Brothers Group holds 2,878 shares with a market value of roughly $942.06K representing 0.15% of their equity portfolio. The fund/company first acquired JPM in 2020 Q1, initially purchasing 3,935 shares. Since the initial investment, Kahn Brothers Group has made 19 more transactions in this position.
Does Kahn Brothers Group still hold JPM?
Yes, Kahn Brothers Group continues to hold JPMorgan Chase & Co (JPM). According to their 2026 Q2 report, they maintain a position of 2,878 shares valued at approximately $942.06K, representing 0.15% of their equity portfolio.
When did Kahn Brothers Group first invest in JPM?
Kahn Brothers Group first invested in JPMorgan Chase & Co (JPM) in 2020 Q1 at the reported quarter-end price of $90.03 per share, acquiring 3,935 shares in their initial purchase.
What is Kahn Brothers Group's average cost basis for JPM?
Based on historical transaction data, Kahn Brothers Group's estimated cost basis for JPMorgan Chase & Co (JPM) is approximately $138.27 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $138.27
- Weighted AVG sell price:
- $183.28
JPM transactions history by Kahn Brothers Group
20 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.15%
|
2,878
|
$327.33
|
$942,055
|
+2.13% (+60)
|
+0%
|
|
2026 Q1
|
0.15%
|
2,818
|
$294.16
|
$828,942
|
-18.74% (-650)
|
-0.03%
|
|
2025 Q4
|
0.20%
|
3,468
|
$322.22
|
$1,117,458
|
+29.99% (+800)
|
+0.05%
|
|
2025 Q3
|
0.16%
|
2,668
|
$315.43
|
$841,567
|
-3.86% (-107)
|
-0.01%
|
|
2025 Q2
|
0.16%
|
2,775
|
$289.91
|
$804,500
|
-3.14% (-90)
|
-0.01%
|
|
2025 Q1
|
0.14%
|
2,865
|
$245.38
|
$703,000
|
-2.88% (-85)
|
-0%
|
|
2024 Q3
|
0.11%
|
2,950
|
$210.85
|
$622,000
|
-12.12% (-407)
|
-0.01%
|
|
2024 Q2
|
0.11%
|
3,357
|
$202.26
|
$679,000
|
-13.19% (-510)
|
-0.02%
|
|
2024 Q1
|
0.11%
|
3,867
|
$200.41
|
$775,000
|
-33.03% (-1,907)
|
-0.06%
|
|
2023 Q4
|
0.15%
|
5,774
|
$170.07
|
$982,000
|
-0.02% (-1)
|
-0%
|
|
2023 Q3
|
0.13%
|
$144.94
|
+52.98% (+2,000)
|
|||
|
2023 Q1
|
0.07%
|
$130.33
|
+36.04% (+1,000)
|
|||
|
2022 Q3
|
0.05%
|
$104.50
|
-1.77% (-50)
|
|||
|
2022 Q2
|
0.04%
|
$112.57
|
-10.32% (-325)
|
|||
|
2021 Q4
|
0.07%
|
$158.35
|
-10.64% (-375)
|
|||
|
2021 Q2
|
0.08%
|
$155.54
|
+74.07% (+1,500)
|
|||
|
2020 Q4
|
0.04%
|
$127.07
|
-43.45% (-1,556)
|
|||
|
2020 Q3
|
0.07%
|
$96.27
|
-7.90% (-307)
|
|||
|
2020 Q2
|
0.06%
|
$94.06
|
-1.19% (-47)
|
|||
|
2020 Q1
|
0.06%
|
$90.03
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.