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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 $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

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.