JP Morgan Chase
KLG

JP Morgan Chase’s WK Kellogg Co KLG Stock Holding History

JP Morgan Chase’s Portfolio KLG Stock Details KLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-216,230
Closed -$3.45M – 7591
2025
Q2 		$3.45M Buy
216,230
+87,866
+68% +$1.53M ﹤0.01% 3485
2025
Q1 		$2.56M Sell
128,364
-176,659
-58% -$3.22M ﹤0.01% 3688
2024
Q4 		$5.49M Sell
305,023
-8,159
-3% -$149K ﹤0.01% 3257
2024
Q3 		$5.36M Buy
313,182
+127,984
+69% +$2.2M ﹤0.01% 3170
2024
Q2 		$3.05M Buy
185,198
+75,753
+69% +$1.54M ﹤0.01% 3429
2024
Q1 		$2.06M Sell
109,445
-117,648
-52% -$1.71M ﹤0.01% 3822
2023
Q4 		$2.98M Buy
+227,093
New +$2.56M ﹤0.01% 3523

Other funds holding KLG

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $102M AUM 26.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return