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Key Financial Inc’s JPMorgan Chase JPM Stock Holding History

Key Financial Inc’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 		$5.78M Sell
17,667
-4,391
-20% -$1.36M 0.95% 28
2026
Q1 		$6.49M Buy
22,058
+463
+2% +$141K 1.16% 20
2025
Q4 		$6.96M Buy
21,595
+493
+2% +$153K 1.27% 19
2025
Q3 		$6.56M Sell
21,102
-2,131
-9% -$634K 1.21% 20
2025
Q2 		$6.74M Sell
23,233
-20
-0.1% -$5.1K 1.36% 17
2025
Q1 		$5.7M Buy
23,253
+158
+0.7% +$40.3K 1.24% 21
2024
Q4 		$5.54M Buy
23,095
+61
+0.3% +$14.2K 1.26% 21
2024
Q3 		$4.86M Buy
23,034
+33
+0.1% +$6.95K 1.07% 22
2024
Q2 		$4.65M Buy
23,001
+249
+1% +$48.7K 1.12% 21
2024
Q1 		$4.56M Buy
22,752
+12
+0.1% +$2.17K 1.16% 21
2023
Q4 		$3.87M Buy
22,740
+3,740
+20% +$567K 1.06% 22
2023
Q3 		$2.76M Buy
19,000
+25
+0.1% +$3.75K 0.93% 21
2023
Q2 		$2.76M Sell
18,975
-19
-0.1% -$2.61K 0.91% 24
2023
Q1 		$2.48M Sell
18,994
-470
-2% -$64.4K 0.9% 23
2022
Q4 		$2.03M Hold
19,464
– – 0.96% 21
2022
Q3 		$2.03M Buy
19,464
+1,594
+9% +$183K 0.96% 21
2022
Q2 		$2.04M Buy
17,870
+1,562
+10% +$194K 1.1% 17
2022
Q1 		$2.22M Sell
16,308
-1,372
-8% -$203K 1.1% 15
2021
Q4 		$2.8M Buy
17,680
+129
+0.7% +$21.2K 1.4% 14
2021
Q3 		$2.87M Sell
17,551
-39
-0.2% -$6.11K 1.63% 13
2021
Q2 		$2.67M Buy
17,590
+400
+2% +$62.8K 1.49% 13
2021
Q1 		$2.62M Buy
17,190
+170
+1% +$24.5K 1.73% 12
2020
Q4 		$2.16M Buy
17,020
+66
+0.4% +$7.38K 1.61% 11
2020
Q3 		$1.63M Buy
16,954
+2
+0% +$196 1.67% 14
2020
Q2 		$1.58M Sell
16,952
-146
-0.9% -$13.9K 1.81% 14
2020
Q1 		$1.6M Sell
17,098
-1,659
-9% -$202K 1.64% 11
2019
Q4 		$2.62M Buy
+18,757
New +$2.41M 2.45% 7

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Key Financial Inc's JPM Position: Q2 2026 in Review

Key Financial Inc reduced its JPMorgan Chase (JPM) stake by 20% in Q2 2026, selling an estimated $1.36M and leaving 17,667 shares worth $5.78M. The position accounts for 0.95% of the portfolio, ranked #28.

Key Financial Inc first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.96M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Key Financial Inc held 17,667 shares of JPMorgan Chase worth $5.78M as of Q2 2026.
  • Key Financial Inc sold 4,391 JPMorgan Chase shares in Q2 2026, an estimated $1.36M.
  • JPMorgan Chase made up 0.95% of Key Financial Inc's portfolio in Q2 2026, its #28 holding.
  • Key Financial Inc first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's JPMorgan Chase position peaked at $6.96M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.