JP Morgan Chase
KVYO icon

JP Morgan Chase’s Klaviyo KVYO Stock Holding History

JP Morgan Chase’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Sell
817,683
-3,482,294
-81% -$57.7M ﹤0.01% 2631
2026
Q1 		$81.6M Buy
4,299,977
+735,234
+21% +$15.8M 0.01% 1092
2025
Q4 		$116M Buy
3,564,743
+1,656,912
+87% +$46.4M 0.01% 880
2025
Q3 		$52.8M Buy
1,907,831
+214,977
+13% +$6.94M ﹤0.01% 1378
2025
Q2 		$56.8M Buy
1,692,854
+867,666
+105% +$27.5M ﹤0.01% 1256
2025
Q1 		$25M Buy
825,188
+741,044
+881% +$29.9M ﹤0.01% 1742
2024
Q4 		$3.47M Sell
84,144
-383,733
-82% -$14.7M ﹤0.01% 3710
2024
Q3 		$16.6M Sell
467,877
-1,666,081
-78% -$48.3M ﹤0.01% 2158
2024
Q2 		$53.1M Buy
2,133,958
+222,319
+12% +$5.2M ﹤0.01% 1214
2024
Q1 		$48.7M Buy
1,911,639
+53,371
+3% +$1.43M ﹤0.01% 1293
2023
Q4 		$51.6M Buy
1,858,268
+345,100
+23% +$10.2M 0.01% 1199
2023
Q3 		$52.2M Buy
+1,513,168
New +$51.9M 0.01% 1105

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

JP Morgan Chase reduced its Klaviyo (KVYO) stake by 81% in Q2 2026, selling an estimated $57.7M and leaving 817,683 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

JP Morgan Chase first reported a position in KVYO in Q3 2023 and has held it in 12 quarters since. The position peaked at $116M in Q4 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • JP Morgan Chase held 817,683 shares of Klaviyo worth $12.3M as of Q2 2026.
  • JP Morgan Chase sold 3,482,294 Klaviyo shares in Q2 2026, an estimated $57.7M.
  • Klaviyo made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2631 holding.
  • JP Morgan Chase first reported a position in Klaviyo in Q3 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's Klaviyo position peaked at $116M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

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