Kaydan Wealth Management’s JPMorgan Chase JPM Stock Holding History

Kaydan Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36M	Sell	4,161 -32	-0.8%	-$9.94K	0.42%	35
2026 Q1	$1.23M	Buy	4,193 +82	+2%	+$24.9K	0.41%	35
2025 Q4	$1.32M	Sell	4,111 -7	-0.2%	-$2.17K	0.38%	33
2025 Q3	$1.3M	Buy	4,118 +14	+0.3%	+$4.16K	0.37%	36
2025 Q2	$1.19M	Buy	4,104 +23	+0.6%	+$5.87K	0.39%	35
2025 Q1	$1M	Hold	4,081	–	–	0.32%	37
2024 Q4	$978K	Hold	4,081	–	–	0.33%	36
2024 Q3	$861K	Hold	4,081	–	–	0.25%	40
2024 Q2	$825K	Buy	4,081 +88	+2%	+$17.2K	0.29%	42
2024 Q1	$800K	Buy	3,993 +8	+0.2%	+$1.44K	0.27%	41
2023 Q4	$678K	Sell	3,985 -21	-0.5%	-$3.18K	0.28%	43
2023 Q3	$581K	Hold	4,006	–	–	0.23%	43
2023 Q2	$583K	Hold	4,006	–	–	0.24%	46
2023 Q1	$522K	Buy	4,006 +61	+2%	+$8.36K	0.21%	48
2022 Q4	$529K	Buy	3,945 +29	+0.7%	+$3.67K	0.21%	48
2022 Q3	$409K	Sell	3,916 -1,453	-27%	-$167K	0.23%	55
2022 Q2	$605K	Buy	5,369 +10	+0.2%	+$1.24K	0.34%	42
2022 Q1	$731K	Buy	5,359 +122	+2%	+$18K	0.32%	45
2021 Q4	$829K	Buy	+5,237	New	+$860K	0.31%	41

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kaydan Wealth Management's JPM Position: Q2 2026 in Review

Kaydan Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.76% in Q2 2026, selling an estimated $9.94K and leaving 4,161 shares worth $1.36M. The position accounts for 0.42% of the portfolio, ranked #35.

Kaydan Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 3,270 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Kaydan Wealth Management held 4,161 shares of JPMorgan Chase worth $1.36M as of Q2 2026.
Kaydan Wealth Management sold 32 JPMorgan Chase shares in Q2 2026, an estimated $9.94K.
JPMorgan Chase made up 0.42% of Kaydan Wealth Management's portfolio in Q2 2026, its #35 holding.
Kaydan Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
3,270 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.