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 Q2	$1.29M	Buy	3,939 +62	+2%	+$19.3K	0.49%	31
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Keyvantage Wealth's JPM Position: Q2 2026 in Review

Keyvantage Wealth increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $19.3K and bringing the position to 3,939 shares worth $1.29M. The position accounts for 0.49% of the portfolio, ranked #31.

Keyvantage Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Keyvantage Wealth held 3,939 shares of JPMorgan Chase worth $1.29M as of Q2 2026.
Keyvantage Wealth bought 62 JPMorgan Chase shares in Q2 2026, an estimated $19.3K.
JPMorgan Chase made up 0.49% of Keyvantage Wealth's portfolio in Q2 2026, its #31 holding.
Keyvantage Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's JPMorgan Chase position peaked at $1.43M in Q3 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.