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 – 7588
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 $1.74B AUM 34.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

JP Morgan Chase's KLG Position: Q3 2025 in Review

JP Morgan Chase sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 216,230 shares — an estimated $3.45M sold.

JP Morgan Chase first reported a position in KLG in Q4 2023 and held it in 7 quarters. The position peaked at $5.49M in Q4 2024. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • JP Morgan Chase reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 216,230 WK Kellogg Co shares in Q3 2025, an estimated $3.45M.
  • JP Morgan Chase first reported a position in WK Kellogg Co in Q4 2023 and held it in 7 quarters.
  • JP Morgan Chase's WK Kellogg Co position peaked at $5.49M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.