JP Morgan Chase
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JP Morgan Chase’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

JP Morgan Chase’s Portfolio KMLM Stock Details KMLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$328 Buy
+12
New +$344 ﹤0.01% 7463
2023
Q2 		– Sell
-4,853
Closed -$143K – 7142
2023
Q1 		$143K Buy
4,853
+4,654
+2,339% +$139K ﹤0.01% 5261
2022
Q4 		$6K Buy
+199
New +$7.14K ﹤0.01% 6128

Other funds holding KMLM

TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

JP Morgan Chase opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 12 shares worth $328. The stake represents ﹤0.01% of the portfolio and ranks #7463 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in KMLM as recently as Q1 2023.

JP Morgan Chase first reported a position in KMLM in Q4 2022 and has held it in 3 quarters since. The position peaked at $143K in Q1 2023. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • JP Morgan Chase held 12 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $328 as of Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new JP Morgan Chase position in Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7463 holding.
  • JP Morgan Chase first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and has held it in 3 quarters since.
  • JP Morgan Chase's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $143K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

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