Keyvantage Wealth’s JPMorgan Chase JPM Stock Holding History

Keyvantage Wealth’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	$1.14M	Sell	3,877 -216	-5%	-$65.6K	0.5%	35
2025 Q4	$1.32M	Sell	4,093 -436	-10%	-$135K	0.56%	29
2025 Q3	$1.43M	Sell	4,529 -30	-0.7%	-$8.92K	0.6%	27
2025 Q2	$1.32M	Sell	4,559 -96	-2%	-$24.5K	0.59%	28
2025 Q1	$1.14M	Sell	4,655 -408	-8%	-$104K	0.56%	28
2024 Q4	$1.21M	Buy	+5,063	New	+$1.18M	0.87%	26

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keyvantage Wealth's JPM Position: Q1 2026 in Review

Keyvantage Wealth reduced its JPMorgan Chase (JPM) stake by 5.3% in Q1 2026, selling an estimated $65.6K and leaving 3,877 shares worth $1.14M. The position accounts for 0.5% of the portfolio, ranked #35.

Keyvantage Wealth first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Keyvantage Wealth held 3,877 shares of JPMorgan Chase worth $1.14M as of Q1 2026.
Keyvantage Wealth sold 216 JPMorgan Chase shares in Q1 2026, an estimated $65.6K.
JPMorgan Chase made up 0.5% of Keyvantage Wealth's portfolio in Q1 2026, its #35 holding.
Keyvantage Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's JPMorgan Chase position peaked at $1.43M in Q3 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.