Kesler Norman & Wride’s JPMorgan Chase JPM Stock Holding History

Kesler Norman & Wride’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	$5.19M	Sell	15,851 -1,236	-7%	-$384K	0.82%	42
2026 Q1	$5.03M	Buy	17,087 +958	+6%	+$291K	0.87%	40
2025 Q4	$5.2M	Buy	16,129 +1,945	+14%	+$602K	0.89%	42
2025 Q3	$3.4M	Sell	14,184 -2,955	-17%	-$879K	0.67%	49
2025 Q2	$4.97M	Buy	17,139 +357	+2%	+$91.1K	0.88%	42
2025 Q1	$4.12M	Buy	16,782 +2,598	+18%	+$662K	0.78%	46
2024 Q4	$3.4M	Buy	14,184 +2,270	+19%	+$529K	0.73%	44
2024 Q3	$2.51M	Sell	11,914 -3,597	-23%	-$758K	0.49%	55
2024 Q2	$3.14M	Buy	15,511 +3,346	+28%	+$654K	0.67%	51
2024 Q1	$2.44M	Buy	12,165 +9,463	+350%	+$1.71M	0.52%	64
2023 Q4	$460K	Buy	+2,702	New	+$409K	0.11%	129

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Kesler Norman & Wride's JPM Position: Q2 2026 in Review

Kesler Norman & Wride reduced its JPMorgan Chase (JPM) stake by 7.2% in Q2 2026, selling an estimated $384K and leaving 15,851 shares worth $5.19M. The position accounts for 0.82% of the portfolio, ranked #42.

Kesler Norman & Wride first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.2M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Kesler Norman & Wride held 15,851 shares of JPMorgan Chase worth $5.19M as of Q2 2026.
Kesler Norman & Wride sold 1,236 JPMorgan Chase shares in Q2 2026, an estimated $384K.
JPMorgan Chase made up 0.82% of Kesler Norman & Wride's portfolio in Q2 2026, its #42 holding.
Kesler Norman & Wride first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Kesler Norman & Wride's JPMorgan Chase position peaked at $5.2M in Q4 2025.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.