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Kingswood Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Kingswood Wealth Advisors’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
Q2 		$19.6M Sell
59,945
-377
-0.6% -$117K 0.79% 20
2026
Q1 		$17.7M Sell
60,322
-932
-2% -$283K 0.84% 17
2025
Q4 		$19.7M Buy
61,254
+17,303
+39% +$5.36M 0.95% 17
2025
Q3 		$13.9M Buy
43,951
+13,952
+47% +$4.15M 0.84% 17
2025
Q2 		$8.7M Buy
29,999
+324
+1% +$82.7K 0.69% 20
2025
Q1 		$7.28M Sell
29,675
-2,399
-7% -$612K 0.66% 20
2024
Q4 		$7.69M Sell
32,074
-27,286
-46% -$6.36M 0.58% 26
2024
Q3 		$12.5M Buy
59,360
+13,959
+31% +$2.94M 0.89% 16
2024
Q2 		$9.18M Buy
45,401
+10,875
+31% +$2.13M 0.83% 14
2024
Q1 		$6.92M Sell
34,526
-7,291
-17% -$1.32M 0.8% 17
2023
Q4 		$7.11M Buy
41,817
+29,812
+248% +$4.52M 0.81% 14
2023
Q3 		$4.93M Sell
12,005
-4,251
-26% -$637K 0.84% 20
2023
Q2 		$2.36M Buy
+16,256
New +$2.24M 0.75% 30

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Kingswood Wealth Advisors's JPM Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.62% in Q2 2026, selling an estimated $117K and leaving 59,945 shares worth $19.6M. The position accounts for 0.79% of the portfolio, ranked #20.

Kingswood Wealth Advisors first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.7M in Q4 2025. 2,921 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kingswood Wealth Advisors held 59,945 shares of JPMorgan Chase worth $19.6M as of Q2 2026.
  • Kingswood Wealth Advisors sold 377 JPMorgan Chase shares in Q2 2026, an estimated $117K.
  • JPMorgan Chase made up 0.79% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Kingswood Wealth Advisors first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's JPMorgan Chase position peaked at $19.7M in Q4 2025.
  • 2,921 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.