Kellett Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Kellett Wealth Advisors’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	$1.03M	Buy	3,147 +272	+9%	+$84.5K	0.48%	31
2026 Q1	$846K	Buy	2,875 +372	+15%	+$113K	0.46%	32
2025 Q4	$807K	Buy	2,503 +279	+13%	+$86.4K	0.46%	32
2025 Q3	$702K	Buy	2,224 +26	+1%	+$7.73K	0.42%	32
2025 Q2	$637K	Buy	2,198 +562	+34%	+$143K	0.42%	33
2025 Q1	$401K	Buy	1,636 +152	+10%	+$38.8K	0.28%	40
2024 Q4	$356K	Buy	1,484 +60	+4%	+$14K	0.24%	45
2024 Q3	$300K	Buy	1,424 +155	+12%	+$32.6K	0.21%	56
2024 Q2	$257K	Buy	+1,269	New	+$248K	0.21%	55

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kellett Wealth Advisors's JPM Position: Q2 2026 in Review

Kellett Wealth Advisors increased its JPMorgan Chase (JPM) stake by 9.5% in Q2 2026, buying an estimated $84.5K and bringing the position to 3,147 shares worth $1.03M. The position accounts for 0.48% of the portfolio, ranked #31.

Kellett Wealth Advisors first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 1,954 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Kellett Wealth Advisors held 3,147 shares of JPMorgan Chase worth $1.03M as of Q2 2026.
Kellett Wealth Advisors bought 272 JPMorgan Chase shares in Q2 2026, an estimated $84.5K.
JPMorgan Chase made up 0.48% of Kellett Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Kellett Wealth Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
1,954 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.