Key Client Fiduciary Advisors’s JPMorgan Chase JPM Stock Holding History

Key Client Fiduciary 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	$2.69M	Sell	8,229 -30	-0.4%	-$9.32K	0.78%	26
2026 Q1	$2.43M	Buy	8,259 +139	+2%	+$42.2K	0.83%	24
2025 Q4	$2.62M	Buy	8,120 +766	+10%	+$237K	0.89%	21
2025 Q3	$2.32M	Sell	7,354 -196	-3%	-$58.3K	0.77%	29
2025 Q2	$2.19M	Buy	7,550 +81	+1%	+$20.7K	0.89%	25
2025 Q1	$1.83M	Buy	7,469 +168	+2%	+$42.8K	0.83%	28
2024 Q4	$1.75M	Sell	7,301 -39	-0.5%	-$9.08K	0.77%	31
2024 Q3	$1.55M	Buy	7,340 +264	+4%	+$55.6K	0.69%	32
2024 Q2	$1.43M	Sell	7,076 -175	-2%	-$34.2K	0.71%	33
2024 Q1	$1.45M	Sell	7,251 -1,200	-14%	-$217K	0.77%	30
2023 Q4	$1.44M	Sell	8,451 -223	-3%	-$33.8K	0.83%	26
2023 Q3	$1.26M	Buy	8,674 +73	+0.8%	+$10.9K	0.77%	34
2023 Q2	$1.25M	Buy	8,601 +2,750	+47%	+$378K	0.73%	34
2023 Q1	$762K	Buy	5,851 +53	+0.9%	+$7.26K	0.48%	49
2022 Q4	$778K	Buy	5,798 +453	+8%	+$57.4K	0.53%	43
2022 Q3	$559K	Buy	5,345 +254	+5%	+$29.1K	0.51%	43
2022 Q2	$573K	Sell	5,091 -119	-2%	-$14.7K	0.56%	40
2022 Q1	$710K	Sell	5,210 -35	-0.7%	-$5.17K	0.56%	44
2021 Q4	$831K	Buy	+5,245	New	+$861K	0.69%	38

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

Key Client Fiduciary Advisors's JPM Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, selling an estimated $9.32K and leaving 8,229 shares worth $2.69M. The position accounts for 0.78% of the portfolio, ranked #26.

Key Client Fiduciary Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Key Client Fiduciary Advisors held 8,229 shares of JPMorgan Chase worth $2.69M as of Q2 2026.
Key Client Fiduciary Advisors sold 30 JPMorgan Chase shares in Q2 2026, an estimated $9.32K.
JPMorgan Chase made up 0.78% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #26 holding.
Key Client Fiduciary Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.