JP Morgan Chase
KIO

JP Morgan Chase’s KKR Income Opportunities Fund KIO Stock Holding History

JP Morgan Chase’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.45K Hold
230
– – ﹤0.01% 6983
2025
Q4 		$2.67K Hold
230
– – ﹤0.01% 6900
2025
Q3 		$2.9K Hold
230
– – ﹤0.01% 6858
2025
Q2 		$2.89K Hold
230
– – ﹤0.01% 6488
2025
Q1 		$2.83K Hold
230
– – ﹤0.01% 6507
2024
Q4 		$3.08K Hold
230
– – ﹤0.01% 6580
2024
Q3 		$3.4K Hold
230
– – ﹤0.01% 6552
2024
Q2 		$3.15K Sell
230
-66
-22% -$886 ﹤0.01% 6457
2024
Q1 		$4.01K Sell
296
-12,577
-98% -$163K ﹤0.01% 6486
2023
Q4 		$162K Buy
12,873
+11,819
+1,121% +$141K ﹤0.01% 5502
2023
Q3 		$12.6K Buy
1,054
+931
+757% +$11.1K ﹤0.01% 6194
2023
Q2 		$1.43K Sell
123
-6,233
-98% -$69.7K ﹤0.01% 6404
2023
Q1 		$70K Buy
+6,356
New +$71.7K ﹤0.01% 5583

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return