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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
2018
Q3 		– Sell
-3,100
Closed -$19K – 432
2018
Q2 		$19K Buy
3,100
+100
+3% +$11K ﹤0.01% 319
2018
Q1 		$19K Buy
+3,000
New +$340K ﹤0.01% 306

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kingsview Wealth Management's JPM Position: Q2 2026 in Review

Kingsview Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, selling an estimated $1.14M and leaving 150,478 shares worth $49.3M. The position accounts for 0.6% of the portfolio, ranked #33.

Kingsview Wealth Management first reported a position in JPM in Q1 2017 and has held it in 38 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kingsview Wealth Management held 150,478 shares of JPMorgan Chase worth $49.3M as of Q2 2026.
  • Kingsview Wealth Management sold 3,660 JPMorgan Chase shares in Q2 2026, an estimated $1.14M.
  • JPMorgan Chase made up 0.6% of Kingsview Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Kingsview Wealth Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 38 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.