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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Key Financial Inc's JPM Position: Q1 2026 in Review

Key Financial Inc increased its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, buying an estimated $141K and bringing the position to 22,058 shares worth $6.49M. The position accounts for 1.16% of the portfolio, ranked #20.

Key Financial Inc first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.96M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Key Financial Inc held 22,058 shares of JPMorgan Chase worth $6.49M as of Q1 2026.
  • Key Financial Inc bought 463 JPMorgan Chase shares in Q1 2026, an estimated $141K.
  • JPMorgan Chase made up 1.16% of Key Financial Inc's portfolio in Q1 2026, its #20 holding.
  • Key Financial Inc first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's JPMorgan Chase position peaked at $6.96M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.