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King Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

King Wealth Management 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
Q1 		$23.8M Buy
80,885
+486
+0.6% +$147K 2.98% 9
2025
Q4 		$25.9M Buy
80,399
+518
+0.6% +$160K 3.12% 8
2025
Q3 		$25.2M Sell
79,881
-37
-0% -$11K 3.17% 8
2025
Q2 		$23.2M Sell
79,918
-119
-0.1% -$30.4K 3.14% 9
2025
Q1 		$19.6M Sell
80,037
-165
-0.2% -$42.1K 2.98% 11
2024
Q4 		$19.2M Buy
80,202
+2,728
+4% +$635K 2.8% 11
2024
Q3 		$16.3M Sell
77,474
-1,110
-1% -$234K 2.55% 12
2024
Q2 		$15.9M Buy
78,584
+143
+0.2% +$28K 2.65% 11
2024
Q1 		$15.7M Buy
78,441
+1,107
+1% +$200K 2.76% 11
2023
Q4 		$13.2M Sell
77,334
-1,282
-2% -$194K 2.54% 12
2023
Q3 		$11.4M Buy
78,616
+530
+0.7% +$79.4K 2.4% 11
2023
Q2 		$11.4M Buy
78,086
+1,828
+2% +$251K 2.3% 11
2023
Q1 		$9.94M Buy
76,258
+1,897
+3% +$260K 2.2% 11
2022
Q4 		$9.97M Sell
74,361
-3,621
-5% -$459K 2.38% 11
2022
Q3 		$8.15M Buy
77,982
+560
+0.7% +$64.3K 2.07% 14
2022
Q2 		$8.72M Buy
77,422
+2,203
+3% +$273K 2.09% 14
2022
Q1 		$10.3M Buy
75,219
+1,406
+2% +$208K 2.01% 13
2021
Q4 		$11.7M Buy
73,813
+1,209
+2% +$199K 2.17% 14
2021
Q3 		$11.9M Buy
72,604
+1,047
+1% +$164K 2.43% 13
2021
Q2 		$11.1M Buy
71,557
+1,419
+2% +$223K 2.28% 14
2021
Q1 		$10.7M Buy
70,138
+1,074
+2% +$155K 2.4% 12
2020
Q4 		$8.78M Buy
69,064
+1,921
+3% +$215K 2.06% 16
2020
Q3 		$6.46M Buy
67,143
+419
+0.6% +$41.1K 1.68% 16
2020
Q2 		$6.28M Buy
66,724
+1,760
+3% +$167K 1.84% 15
2020
Q1 		$5.85M Sell
64,964
-1,528
-2% -$186K 2.53% 12
2019
Q4 		$9.27M Buy
66,492
+711
+1% +$91.2K 2.45% 13
2019
Q3 		$7.74M Buy
65,781
+3,032
+5% +$343K 2.22% 13
2019
Q2 		$7.01M Buy
62,749
+852
+1% +$93.9K 2.1% 13
2019
Q1 		$6.27M Buy
61,897
+2,505
+4% +$258K 1.96% 14
2018
Q4 		$5.8M Buy
59,392
+19
+0% +$2.02K 2.1% 13
2018
Q3 		$6.7M Buy
59,373
+183
+0.3% +$20.8K 2.1% 12
2018
Q2 		$6.17M Buy
59,190
+1,017
+2% +$112K 2.11% 12
2018
Q1 		$6.4M Buy
58,173
+303
+0.5% +$34.3K 2.27% 9
2017
Q4 		$6.19M Sell
57,870
-42
-0.1% -$4.25K 2.19% 11
2017
Q3 		$5.53M Buy
57,912
+1,699
+3% +$157K 2.06% 11
2017
Q2 		$5.14M Sell
56,213
-245
-0.4% -$21.1K 2.04% 12
2017
Q1 		$4.96M Sell
56,458
-663
-1% -$58.5K 2.07% 12
2016
Q4 		$4.93M Buy
57,121
+35,744
+167% +$2.73M 2.21% 11
2016
Q3 		$1.42M Buy
21,377
+4,215
+25% +$275K 0.71% 31
2016
Q2 		$1.07M Buy
17,162
+2,348
+16% +$147K 0.57% 36
2016
Q1 		$877K Sell
14,814
-100
-0.7% -$5.84K 0.47% 45
2015
Q4 		$985K Buy
14,914
+2,622
+21% +$171K 0.54% 41
2015
Q3 		$749K Buy
12,292
+6,247
+103% +$409K 0.46% 44
2015
Q2 		$410K Sell
6,045
-78
-1% -$5.09K 0.22% 66
2015
Q1 		$370K Sell
6,123
-1,567
-20% -$92.8K 0.21% 59
2014
Q4 		$481K Buy
7,690
+1,540
+25% +$92.7K 0.26% 62
2014
Q3 		$370K Buy
6,150
+26
+0.4% +$1.52K 0.23% 67
2014
Q2 		$352K Buy
6,124
+1,410
+30% +$79.3K 0.22% 70
2014
Q1 		$286K Buy
4,714
+164
+4% +$9.48K 0.2% 75
2013
Q4 		$266K Buy
4,550
+96
+2% +$5.26K 0.15% 102
2013
Q3 		$230K Buy
4,454
+300
+7% +$16.1K 0.15% 99
2013
Q2 		$219K Buy
+4,154
New +$211K 0.15% 96

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
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
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

King Wealth Management Group's JPM Position: Q1 2026 in Review

King Wealth Management Group increased its JPMorgan Chase (JPM) stake by 0.6% in Q1 2026, buying an estimated $147K and bringing the position to 80,885 shares worth $23.8M. The position accounts for 2.98% of the portfolio, ranked #9.

King Wealth Management Group first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.9M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • King Wealth Management Group held 80,885 shares of JPMorgan Chase worth $23.8M as of Q1 2026.
  • King Wealth Management Group bought 486 JPMorgan Chase shares in Q1 2026, an estimated $147K.
  • JPMorgan Chase made up 2.98% of King Wealth Management Group's portfolio in Q1 2026, its #9 holding.
  • King Wealth Management Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • King Wealth Management Group's JPMorgan Chase position peaked at $25.9M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.