KFA Private Wealth Group
JPM icon

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
Q3 		$1.11M Buy
3,357
+548
+20% +$192K 0.26% 47
2026
Q2 		$920K Sell
2,809
-732
-21% -$227K 0.22% 51
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

KFA Private Wealth Group's JPM Position: Q3 2026 in Review

KFA Private Wealth Group increased its JPMorgan Chase (JPM) stake by 20% in Q3 2026, buying an estimated $192K and bringing the position to 3,357 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #47.

KFA Private Wealth Group first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.15M in Q4 2025. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • KFA Private Wealth Group held 3,357 shares of JPMorgan Chase worth $1.11M as of Q3 2026.
  • KFA Private Wealth Group bought 548 JPMorgan Chase shares in Q3 2026, an estimated $192K.
  • JPMorgan Chase made up 0.26% of KFA Private Wealth Group's portfolio in Q3 2026, its #47 holding.
  • KFA Private Wealth Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • KFA Private Wealth Group's JPMorgan Chase position peaked at $1.15M in Q4 2025.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.