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KFG Wealth Management’s JPMorgan Chase JPM Stock Holding History

KFG Wealth Management’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 		$1.81M Buy
5,520
+1,923
+53% +$597K 0.2% 58
2026
Q1 		$1.06M Buy
3,597
+57
+2% +$17.3K 0.14% 74
2025
Q4 		$1.14M Buy
3,540
+72
+2% +$22.3K 0.15% 72
2025
Q3 		$1.09M Buy
3,468
+104
+3% +$30.9K 0.16% 70
2025
Q2 		$975K Buy
3,364
+237
+8% +$60.5K 0.16% 73
2025
Q1 		$767K Buy
3,127
+38
+1% +$9.69K 0.14% 81
2024
Q4 		$741K Buy
3,089
+287
+10% +$66.8K 0.14% 83
2024
Q3 		$591K Buy
2,802
+1,208
+76% +$254K 0.13% 96
2024
Q2 		$322K Hold
1,594
– – 0.13% 119
2024
Q1 		$319K Buy
1,594
+56
+4% +$10.1K 0.13% 115
2023
Q4 		$262K Sell
1,538
-93
-6% -$14.1K 0.12% 114
2023
Q3 		$237K Buy
1,631
+93
+6% +$13.9K 0.13% 115
2023
Q2 		$224K Buy
+1,538
New +$212K 0.13% 112
2023
Q1 		– Sell
-1,538
Closed -$206K – 97
2022
Q4 		$206K Buy
+1,538
New +$195K 0.21% 72

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

KFG Wealth Management's JPM Position: Q2 2026 in Review

KFG Wealth Management increased its JPMorgan Chase (JPM) stake by 53% in Q2 2026, buying an estimated $597K and bringing the position to 5,520 shares worth $1.81M. The position accounts for 0.2% of the portfolio, ranked #58.

KFG Wealth Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • KFG Wealth Management held 5,520 shares of JPMorgan Chase worth $1.81M as of Q2 2026.
  • KFG Wealth Management bought 1,923 JPMorgan Chase shares in Q2 2026, an estimated $597K.
  • JPMorgan Chase made up 0.2% of KFG Wealth Management's portfolio in Q2 2026, its #58 holding.
  • KFG Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.