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
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 $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

KKM Financial's JPM Position: Q1 2026 in Review

KKM Financial held its JPMorgan Chase (JPM) position steady in Q1 2026 at 23,826 shares worth $7.68M. The position accounts for 1.36% of the portfolio, ranked #19.

KKM Financial first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • KKM Financial held 23,826 shares of JPMorgan Chase worth $7.68M as of Q1 2026.
  • KKM Financial left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 1.36% of KKM Financial's portfolio in Q1 2026, its #19 holding.
  • KKM Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.