KW Wealth Management’s JPMorgan Chase JPM Stock Holding History

KW Wealth Management’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	–	Sell	-2,809	Closed	-$905K	–	32
2025 Q4	$905K	Buy	2,809 +264	+10%	+$81.7K	1.37%	21
2025 Q3	$803K	Buy	+2,545	New	+$757K	1.37%	22

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KW Wealth Management's JPM Position: Q1 2026 in Review

KW Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 2,809 shares — an estimated $905K sold.

KW Wealth Management first reported a position in JPM in Q3 2025 and held it in 2 quarters. The position peaked at $905K in Q4 2025. 5,078 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

KW Wealth Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 2,809 JPMorgan Chase shares in Q1 2026, an estimated $905K.
KW Wealth Management first reported a position in JPMorgan Chase in Q3 2025 and held it in 2 quarters.
KW Wealth Management's JPMorgan Chase position peaked at $905K in Q4 2025.
5,078 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.