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
Q2 		$2.6K Hold
230
– – ﹤0.01% 7182
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 $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase's KIO Position: Q2 2026 in Review

JP Morgan Chase held its KKR Income Opportunities Fund (KIO) position steady in Q2 2026 at 230 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7182.

JP Morgan Chase first reported a position in KIO in Q1 2023 and has held it in 14 quarters since. The position peaked at $162K in Q4 2023. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • JP Morgan Chase held 230 shares of KKR Income Opportunities Fund worth $2.6K as of Q2 2026.
  • JP Morgan Chase left its KKR Income Opportunities Fund share count unchanged in Q2 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7182 holding.
  • JP Morgan Chase first reported a position in KKR Income Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
  • JP Morgan Chase's KKR Income Opportunities Fund position peaked at $162K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.