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
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 $670M AUM 6.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return