KFG Wealth Management
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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
Q3 		$1.36M Sell
4,118
-1,402
-25% -$490K 0.15% 74
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% +$9.7K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KFG Wealth Management's JPM Position: Q3 2026 in Review

KFG Wealth Management reduced its JPMorgan Chase (JPM) stake by 25% in Q3 2026, selling an estimated $490K and leaving 4,118 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #74.

KFG Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.81M in Q2 2026. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • KFG Wealth Management held 4,118 shares of JPMorgan Chase worth $1.36M as of Q3 2026.
  • KFG Wealth Management sold 1,402 JPMorgan Chase shares in Q3 2026, an estimated $490K.
  • JPMorgan Chase made up 0.15% of KFG Wealth Management's portfolio in Q3 2026, its #74 holding.
  • KFG Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • KFG Wealth Management's JPMorgan Chase position peaked at $1.81M in Q2 2026.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.