KPP Advisory Services’s JPMorgan Chase JPM Stock Holding History

KPP Advisory Services’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	$6.69M	Buy	20,441 +1,156	+6%	+$359K	0.85%	30
2026 Q1	$5.67M	Buy	19,285 +1,420	+8%	+$431K	0.82%	30
2025 Q4	$5.76M	Buy	17,865 +780	+5%	+$241K	0.84%	26
2025 Q3	$5.39M	Sell	17,085 -1,046	-6%	-$311K	0.8%	27
2025 Q2	$5.26M	Buy	18,131 +1,114	+7%	+$284K	0.87%	26
2025 Q1	$4.17M	Buy	17,017 +3,667	+27%	+$935K	0.79%	31
2024 Q4	$3.2M	Buy	13,350 +214	+2%	+$49.8K	0.75%	34
2024 Q3	$2.77M	Buy	13,136 +104	+0.8%	+$21.9K	0.66%	39
2024 Q2	$2.64M	Buy	13,032 +660	+5%	+$129K	0.7%	37
2024 Q1	$2.48M	Buy	12,372 +283	+2%	+$51.1K	0.68%	36
2023 Q4	$2.06M	Sell	12,089 -68	-0.6%	-$10.3K	1.81%	8
2023 Q3	$1.76M	Buy	+12,157	New	+$1.82M	0.58%	42

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

KPP Advisory Services's JPM Position: Q2 2026 in Review

KPP Advisory Services increased its JPMorgan Chase (JPM) stake by 6% in Q2 2026, buying an estimated $359K and bringing the position to 20,441 shares worth $6.69M. The position accounts for 0.85% of the portfolio, ranked #30.

KPP Advisory Services first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

KPP Advisory Services held 20,441 shares of JPMorgan Chase worth $6.69M as of Q2 2026.
KPP Advisory Services bought 1,156 JPMorgan Chase shares in Q2 2026, an estimated $359K.
JPMorgan Chase made up 0.85% of KPP Advisory Services's portfolio in Q2 2026, its #30 holding.
KPP Advisory Services first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.