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Kiker Wealth Management’s JPMorgan Chase JPM Stock Holding History

Kiker 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
2025
Q3 		– Sell
-585
Closed -$170K – 446
2025
Q2 		$170K Sell
585
-418
-42% -$107K 0.1% 107
2025
Q1 		$246K Buy
+1,003
New +$256K 0.17% 85

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kiker Wealth Management's JPM Position: Q3 2025 in Review

Kiker Wealth Management sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 585 shares — an estimated $170K sold.

Kiker Wealth Management first reported a position in JPM in Q1 2025 and held it in 2 quarters. The position peaked at $246K in Q1 2025. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Kiker Wealth Management reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 585 JPMorgan Chase shares in Q3 2025, an estimated $170K.
  • Kiker Wealth Management first reported a position in JPMorgan Chase in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's JPMorgan Chase position peaked at $246K in Q1 2025.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.