Kingdom Financial Group’s JPMorgan Chase JPM Stock Holding History

Kingdom Financial 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	$1.9M	Sell	6,448 -876	-12%	-$266K	0.54%	20
2025 Q4	$2.36M	Buy	7,324 +2,660	+57%	+$824K	0.73%	17
2025 Q3	$1.47M	Buy	4,664 +2,510	+117%	+$747K	0.9%	21
2025 Q2	$624K	Buy	+2,154	New	+$550K	0.55%	22
2025 Q1	–	Sell	-1,194	Closed	-$286K	–	49
2024 Q4	$286K	Buy	1,194 +6	+0.5%	+$1.4K	0.2%	41
2024 Q3	$250K	Sell	1,188 -4	-0.3%	-$843	0.19%	42
2024 Q2	$241K	Sell	1,192 -17	-1%	-$3.32K	0.16%	48
2024 Q1	$242K	Sell	1,209 -2,482	-67%	-$448K	0.17%	51
2023 Q4	$628K	Buy	3,691 +1	+0%	+$152	0.55%	34
2023 Q3	$535K	Buy	3,690 +273	+8%	+$40.9K	0.5%	37
2023 Q2	$497K	Buy	+3,417	New	+$470K	0.49%	37

Other funds holding JPM

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

VCM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kingdom Financial Group's JPM Position: Q1 2026 in Review

Kingdom Financial Group reduced its JPMorgan Chase (JPM) stake by 12% in Q1 2026, selling an estimated $266K and leaving 6,448 shares worth $1.9M. The position accounts for 0.54% of the portfolio, ranked #20.

Kingdom Financial Group first reported a position in JPM in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.36M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Kingdom Financial Group held 6,448 shares of JPMorgan Chase worth $1.9M as of Q1 2026.
Kingdom Financial Group sold 876 JPMorgan Chase shares in Q1 2026, an estimated $266K.
JPMorgan Chase made up 0.54% of Kingdom Financial Group's portfolio in Q1 2026, its #20 holding.
Kingdom Financial Group first reported a position in JPMorgan Chase in Q2 2023 and has held it in 11 quarters since.
Kingdom Financial Group's JPMorgan Chase position peaked at $2.36M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.