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KDK Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

KDK Private 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
Q1 		– Sell
-795
Closed -$256K – 67
2025
Q4 		$256K Buy
+795
New +$246K 0.22% 62

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KDK Private Wealth Management's JPM Position: Q1 2026 in Review

KDK Private Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 795 shares — an estimated $256K sold.

KDK Private Wealth Management first reported a position in JPM in Q4 2025 and held it in 1 quarter. The position peaked at $256K in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • KDK Private Wealth Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • KDK Private Wealth Management sold 795 JPMorgan Chase shares in Q1 2026, an estimated $256K.
  • KDK Private Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and held it in 1 quarter.
  • KDK Private Wealth Management's JPMorgan Chase position peaked at $256K in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.