KWM
JPM icon

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
Q3 		$1.38M Sell
4,160
-1
-0% -$350 0.47% 31
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Kaydan Wealth Management's JPM Position: Q3 2026 in Review

Kaydan Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.02% in Q3 2026, selling an estimated $350 and leaving 4,160 shares worth $1.38M. The position accounts for 0.47% of the portfolio, ranked #31.

Kaydan Wealth Management first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 244 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Kaydan Wealth Management held 4,160 shares of JPMorgan Chase worth $1.38M as of Q3 2026.
  • Kaydan Wealth Management sold 1 JPMorgan Chase share in Q3 2026, an estimated $350.
  • JPMorgan Chase made up 0.47% of Kaydan Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Kaydan Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • 244 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.