Krilogy Financial’s JPMorgan Chase JPM Stock Holding History

Krilogy 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	$7.36M	Buy	23,747 +3,574	+18%	+$1.08M	0.24%	74
2025 Q4	$6.07M	Buy	20,173 +816	+4%	+$253K	0.21%	78
2025 Q3	$6.03M	Buy	19,357 +2,790	+17%	+$830K	0.23%	71
2025 Q2	$4.8M	Buy	16,567 +591	+4%	+$151K	0.28%	73
2025 Q1	$3.92M	Buy	15,976 +1,113	+7%	+$284K	0.25%	83
2024 Q4	$3.56M	Buy	14,863 +293	+2%	+$68.2K	0.24%	89
2024 Q3	$3.07M	Sell	14,570 -557	-4%	-$117K	0.21%	104
2024 Q2	$3.06M	Sell	15,127 -765	-5%	-$150K	0.23%	96
2024 Q1	$3.18M	Buy	15,892 +69	+0.4%	+$12.5K	0.24%	97
2023 Q4	$2.69M	Buy	15,823 +688	+5%	+$104K	0.23%	90
2023 Q3	$2.19M	Sell	15,135 -2,539	-14%	-$381K	0.2%	103
2023 Q2	$2.57M	Sell	17,674 -454	-3%	-$62.4K	0.23%	89
2023 Q1	$2.36M	Sell	18,128 -386	-2%	-$52.9K	0.2%	97
2022 Q4	$2.48M	Buy	18,514 +1,134	+7%	+$144K	0.24%	73
2022 Q3	$1.82M	Sell	17,380 -91	-0.5%	-$10.4K	0.22%	75
2022 Q2	$1.97M	Buy	17,471 +173	+1%	+$21.4K	0.23%	71
2022 Q1	$2.36M	Buy	17,298 +881	+5%	+$130K	0.24%	57
2021 Q4	$2.6M	Sell	16,417 -62	-0.4%	-$10.2K	0.26%	61
2021 Q3	$2.7M	Buy	16,479 +144	+0.9%	+$22.6K	0.27%	60
2021 Q2	$2.54M	Buy	16,335 +814	+5%	+$128K	0.25%	65
2021 Q1	$2.36M	Buy	15,521 +699	+5%	+$101K	0.25%	64
2020 Q4	$1.88M	Sell	14,822 -551	-4%	-$61.6K	0.23%	69
2020 Q3	$1.48M	Sell	15,373 -1,038	-6%	-$102K	0.21%	73
2020 Q2	$1.54M	Sell	16,411 -459	-3%	-$43.5K	0.24%	60
2020 Q1	$1.52M	Buy	16,870 +633	+4%	+$76.9K	0.29%	57
2019 Q4	$2.26M	Buy	16,237 +1,809	+13%	+$232K	0.37%	63
2019 Q3	$1.7M	Buy	14,428 +32	+0.2%	+$3.62K	0.31%	67
2019 Q2	$1.61M	Buy	14,396 +361	+3%	+$39.8K	0.31%	68
2019 Q1	$1.42M	Sell	14,035 -1,826	-12%	-$188K	0.3%	65
2018 Q4	$1.55M	Buy	15,861 +1,498	+10%	+$160K	0.43%	40
2018 Q3	$1.62M	Buy	14,363 +455	+3%	+$51.6K	0.37%	43
2018 Q2	$1.45M	Buy	13,908 +3,406	+32%	+$374K	0.37%	43
2018 Q1	$1.16M	Buy	10,502 +553	+6%	+$62.6K	0.28%	48
2017 Q4	$1.06M	Sell	9,949 -3,522	-26%	-$357K	0.26%	50
2017 Q3	$1.29M	Sell	13,471 -104	-0.8%	-$9.59K	0.33%	42
2017 Q2	$1.24M	Buy	13,575 +1,153	+9%	+$99.5K	0.35%	41
2017 Q1	$1.07M	Hold	12,422	–	–	0.33%	40
2016 Q4	$1.07M	Buy	12,422 +904	+8%	+$68.9K	0.33%	40
2016 Q3	$767K	Sell	11,518 -745	-6%	-$48.6K	0.24%	50
2016 Q2	$762K	Buy	12,263 +1,802	+17%	+$113K	0.26%	51
2016 Q1	$619K	Buy	10,461 +3,260	+45%	+$190K	0.25%	47
2015 Q4	$476K	Buy	7,201 +485	+7%	+$31.6K	0.44%	33
2015 Q3	$409K	Buy	+6,716	New	+$440K	0.19%	54

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Krilogy Financial's JPM Position: Q1 2026 in Review

Krilogy Financial increased its JPMorgan Chase (JPM) stake by 18% in Q1 2026, buying an estimated $1.08M and bringing the position to 23,747 shares worth $7.36M. The position accounts for 0.24% of the portfolio, ranked #74.

Krilogy Financial first reported a position in JPM in Q3 2015 and has held it in 43 quarters since. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Krilogy Financial held 23,747 shares of JPMorgan Chase worth $7.36M as of Q1 2026.
Krilogy Financial bought 3,574 JPMorgan Chase shares in Q1 2026, an estimated $1.08M.
JPMorgan Chase made up 0.24% of Krilogy Financial's portfolio in Q1 2026, its #74 holding.
Krilogy Financial first reported a position in JPMorgan Chase in Q3 2015 and has held it in 43 quarters since.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.