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KFA Private Wealth Group’s JPMorgan Chase JPM Stock Holding History

KFA Private Wealth Group’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 		$1.04M Sell
3,541
-28
-0.8% -$8.5K 0.25% 50
2025
Q4 		$1.15M Buy
3,569
+125
+4% +$38.7K 0.28% 43
2025
Q3 		$1.09M Buy
3,444
+346
+11% +$103K 0.31% 43
2025
Q2 		$898K Buy
3,098
+253
+9% +$64.6K 0.28% 45
2025
Q1 		$698K Buy
2,845
+737
+35% +$188K 0.24% 50
2024
Q4 		$505K Buy
2,108
+147
+7% +$34.2K 0.21% 45
2024
Q3 		$413K Sell
1,961
-48
-2% -$10.1K 0.2% 49
2024
Q2 		$406K Sell
2,009
-475
-19% -$92.9K 0.21% 51
2024
Q1 		$498K Buy
2,484
+50
+2% +$9.02K 0.15% 62
2023
Q4 		$414K Buy
2,434
+534
+28% +$80.9K 0.15% 59
2023
Q3 		$276K Buy
1,900
+100
+6% +$15K 0.11% 69
2023
Q2 		$262K Sell
1,800
-25
-1% -$3.44K 0.11% 69
2023
Q1 		$238K Buy
1,825
+7
+0.4% +$959 0.11% 73
2022
Q4 		$244K Buy
+1,818
New +$230K 0.12% 60
2022
Q3 		– Sell
-1,803
Closed -$203K – 66
2022
Q2 		$203K Sell
1,803
-60
-3% -$7.43K 0.11% 66
2022
Q1 		$254K Buy
1,863
+227
+14% +$33.5K 0.13% 65
2021
Q4 		$259K Sell
1,636
-46
-3% -$7.55K 0.13% 64
2021
Q3 		$275K Sell
1,682
-209
-11% -$32.8K 0.15% 60
2021
Q2 		$294K Buy
1,891
+142
+8% +$22.3K 0.16% 55
2021
Q1 		$266K Buy
+1,749
New +$252K 0.16% 64
2020
Q1 		– Sell
-1,452
Closed -$202K – 55
2019
Q4 		$202K Buy
+1,452
New +$186K 0.19% 51

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

KFA Private Wealth Group's JPM Position: Q1 2026 in Review

KFA Private Wealth Group reduced its JPMorgan Chase (JPM) stake by 0.78% in Q1 2026, selling an estimated $8.5K and leaving 3,541 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #50.

KFA Private Wealth Group first reported a position in JPM in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.15M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • KFA Private Wealth Group held 3,541 shares of JPMorgan Chase worth $1.04M as of Q1 2026.
  • KFA Private Wealth Group sold 28 JPMorgan Chase shares in Q1 2026, an estimated $8.5K.
  • JPMorgan Chase made up 0.25% of KFA Private Wealth Group's portfolio in Q1 2026, its #50 holding.
  • KFA Private Wealth Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 21 quarters since.
  • KFA Private Wealth Group's JPMorgan Chase position peaked at $1.15M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.