Kingsview Wealth Management’s JPMorgan Chase JPM Stock Holding History

Kingsview 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
2020 Q3	–	Sell	-600	Closed	-$1K	–	678
2020 Q2	$1K	Buy	600 +300	+100%	+$28.5K	﹤0.01%	597
2020 Q1	$2K	Buy	300 +100	+50%	+$12.1K	﹤0.01%	484
2019 Q4	$1K	Buy	+200	New	+$25.7K	﹤0.01%	484
2019 Q2	–	Sell	-1,500	Closed	-$5K	–	489
2019 Q1	$5K	Buy	+1,500	New	+$155K	﹤0.01%	455
2018 Q3	–	Sell	-4,000	Closed	-$2K	–	431
2018 Q2	$2K	Sell	4,000 -6,600	-62%	-$724K	﹤0.01%	353
2018 Q1	$6K	Buy	+10,600	New	+$1.2M	﹤0.01%	324
2017 Q3	–	Sell	-4,800	Closed	-$9K	–	389
2017 Q2	$9K	Buy	4,800 +4,300	+860%	+$371K	﹤0.01%	277
2017 Q1	$6K	Buy	+500	New	+$44.1K	﹤0.01%	255

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

Kingsview Wealth Management's JPM Position: Q1 2026 in Review

Kingsview Wealth Management increased its JPMorgan Chase (JPM) stake by 11% in Q1 2026, buying an estimated $4.65M and bringing the position to 154,138 shares worth $45.3M. The position accounts for 0.62% of the portfolio, ranked #31.

Kingsview Wealth Management first reported a position in JPM in Q1 2017 and has held it in 37 quarters since. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Kingsview Wealth Management held 154,138 shares of JPMorgan Chase worth $45.3M as of Q1 2026.
Kingsview Wealth Management bought 15,332 JPMorgan Chase shares in Q1 2026, an estimated $4.65M.
JPMorgan Chase made up 0.62% of Kingsview Wealth Management's portfolio in Q1 2026, its #31 holding.
Kingsview Wealth Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 37 quarters since.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.