KF
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KKM Financial’s JPMorgan Chase JPM Stock Holding History

KKM Financial’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 		$8.78M Buy
26,824
+2,998
+13% +$931K 1.2% 30
2026
Q1 		$7.68M Hold
23,826
– – 1.36% 19
2025
Q4 		$7.68M Buy
23,826
+2,884
+14% +$893K 1.36% 19
2025
Q3 		$6.61M Buy
20,942
+2,297
+12% +$683K 2.08% 6
2025
Q2 		$5.41M Buy
18,645
+3,925
+27% +$1M 1.88% 9
2025
Q1 		$3.61M Sell
14,720
-2,134
-13% -$544K 1.53% 13
2024
Q4 		$4.04M Buy
16,854
+640
+4% +$149K 1.68% 12
2024
Q3 		$3.42M Buy
16,214
+809
+5% +$170K 1.69% 14
2024
Q2 		$3.08M Buy
15,405
+112
+0.7% +$21.9K 1.46% 17
2024
Q1 		$3.06M Buy
15,293
+212
+1% +$38.3K 1.49% 14
2023
Q4 		$2.57M Buy
+15,081
New +$2.29M 1.62% 12

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

KKM Financial's JPM Position: Q2 2026 in Review

KKM Financial increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $931K and bringing the position to 26,824 shares worth $8.78M. The position accounts for 1.2% of the portfolio, ranked #30.

KKM Financial first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • KKM Financial held 26,824 shares of JPMorgan Chase worth $8.78M as of Q2 2026.
  • KKM Financial bought 2,998 JPMorgan Chase shares in Q2 2026, an estimated $931K.
  • JPMorgan Chase made up 1.2% of KKM Financial's portfolio in Q2 2026, its #30 holding.
  • KKM Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.