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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 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