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Kelly Financial Services’s JPMorgan Chase JPM Stock Holding History

Kelly Financial Services’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 		$610K Sell
1,864
-238
-11% -$73.9K 0.13% 63
2026
Q1 		$618K Buy
2,102
+49
+2% +$14.9K 0.15% 58
2025
Q4 		$662K Sell
2,053
-101
-5% -$31.3K 0.17% 52
2025
Q3 		$680K Sell
2,154
-94
-4% -$28K 0.18% 52
2025
Q2 		$652K Buy
2,248
+136
+6% +$34.7K 0.19% 48
2025
Q1 		$518K Buy
2,112
+169
+9% +$43.1K 0.18% 54
2024
Q4 		$466K Buy
1,943
+135
+7% +$31.4K 0.17% 64
2024
Q3 		$381K Buy
1,808
+242
+15% +$51K 0.14% 75
2024
Q2 		$317K Buy
1,566
+117
+8% +$22.9K 0.11% 80
2024
Q1 		$290K Buy
1,449
+6
+0.4% +$1.08K 0.11% 90
2023
Q4 		$245K Buy
1,443
+106
+8% +$16.1K 0.1% 88
2023
Q3 		$194K Sell
1,337
-10
-0.7% -$1.5K 0.09% 91
2023
Q2 		$196K Buy
1,347
+175
+15% +$24.1K 0.09% 87
2023
Q1 		$153K Buy
1,172
+81
+7% +$11.1K 0.08% 92
2022
Q4 		$146K Buy
1,091
+6
+0.6% +$760 0.08% 98
2022
Q3 		$113K Buy
1,085
+6
+0.6% +$689 0.07% 105
2022
Q2 		$121K Buy
1,079
+6
+0.6% +$743 0.06% 102
2022
Q1 		$146K Buy
1,073
+5
+0.5% +$738 0.07% 99
2021
Q4 		$169K Buy
1,068
+4
+0.4% +$657 0.08% 89
2021
Q3 		$174K Sell
1,064
-184,318
-99% -$28.9M 0.1% 69
2021
Q2 		$1.19M Buy
185,382
+184,215
+15,785% +$28.9M 0.05% 104
2021
Q1 		$178K Buy
1,167
+13
+1% +$1.87K 0.11% 55
2020
Q4 		$147K Sell
1,154
-102
-8% -$11.4K 0.1% 52
2020
Q3 		$121K Hold
1,256
– – 0.09% 48
2020
Q2 		$118K Buy
1,256
+9
+0.7% +$854 0.09% 47
2020
Q1 		$112K Sell
1,247
-117
-9% -$14.2K 0.14% 40
2019
Q4 		$190K Buy
1,364
+74
+6% +$9.49K 0.15% 28
2019
Q3 		$152K Buy
1,290
+32
+3% +$3.62K 0.14% 32
2019
Q2 		$141K Buy
1,258
+4
+0.3% +$441 0.13% 34
2019
Q1 		$127K Buy
+1,254
New +$129K 0.14% 36

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Kelly Financial Services's JPM Position: Q2 2026 in Review

Kelly Financial Services reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $73.9K and leaving 1,864 shares worth $610K. The position accounts for 0.13% of the portfolio, ranked #63.

Kelly Financial Services first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.19M in Q2 2021. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kelly Financial Services held 1,864 shares of JPMorgan Chase worth $610K as of Q2 2026.
  • Kelly Financial Services sold 238 JPMorgan Chase shares in Q2 2026, an estimated $73.9K.
  • JPMorgan Chase made up 0.13% of Kelly Financial Services's portfolio in Q2 2026, its #63 holding.
  • Kelly Financial Services first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's JPMorgan Chase position peaked at $1.19M in Q2 2021.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.