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KWMG LLC’s JPMorgan Chase JPM Stock Holding History

KWMG LLC’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
Q3 		$578K Buy
1,748
+35
+2% +$12.2K 0.04% 111
2026
Q2 		$561K Sell
1,713
-11
-0.6% -$3.42K 0.04% 111
2026
Q1 		$507K Sell
1,724
-18
-1% -$5.46K 0.04% 115
2025
Q4 		$561K Buy
1,742
+22
+1% +$6.81K 0.05% 117
2025
Q3 		$543K Buy
1,720
+26
+2% +$7.73K 0.05% 116
2025
Q2 		$491K Sell
1,694
-17
-1% -$4.34K 0.05% 120
2025
Q1 		$420K Buy
1,711
+17
+1% +$4.33K 0.04% 123
2024
Q4 		$406K Sell
1,694
-2
-0.1% -$466 0.04% 119
2024
Q3 		$358K Buy
1,696
+385
+29% +$81.1K 0.04% 121
2024
Q2 		$265K Sell
1,311
-43
-3% -$8.41K 0.03% 125
2024
Q1 		$271K Sell
1,354
-59
-4% -$10.6K 0.03% 122
2023
Q4 		$240K Sell
1,413
-51
-3% -$7.73K 0.03% 135
2023
Q3 		$212K Hold
1,464
– – 0.03% 133
2023
Q2 		$213K Sell
1,464
-363
-20% -$49.9K 0.03% 133
2023
Q1 		$238K Buy
1,827
+231
+14% +$31.6K 0.03% 133
2022
Q4 		$214K Buy
+1,596
New +$202K 0.03% 135
2022
Q2 		– Sell
-1,526
Closed -$208K – 143
2022
Q1 		$208K Buy
1,526
+29
+2% +$4.28K 0.03% 140
2021
Q4 		$237K Buy
1,497
+12
+0.8% +$1.97K 0.03% 142
2021
Q3 		$243K Hold
1,485
– – 0.04% 136
2021
Q2 		$224K Buy
1,485
+75
+5% +$11.8K 0.03% 140
2021
Q1 		$215K Buy
+1,410
New +$203K 0.03% 140
2020
Q1 		– Sell
-1,489
Closed -$208K – 126
2019
Q4 		$208K Buy
+1,489
New +$191K 0.05% 115
2019
Q2 		– Sell
-1,512
Closed -$153K – 286
2019
Q1 		$153K Hold
1,512
– – 0.04% 119
2018
Q4 		$148K Hold
1,512
– – 0.04% 120
2018
Q3 		$171K Hold
1,512
– – 0.04% 109
2018
Q2 		$158K Buy
+1,512
New +$166K 0.04% 110

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC's JPM Position: Q3 2026 in Review

KWMG LLC increased its JPMorgan Chase (JPM) stake by 2% in Q3 2026, buying an estimated $12.2K and bringing the position to 1,748 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #111.

KWMG LLC first reported a position in JPM in Q2 2018 and has held it in 26 quarters since. 236 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • KWMG LLC held 1,748 shares of JPMorgan Chase worth $578K as of Q3 2026.
  • KWMG LLC bought 35 JPMorgan Chase shares in Q3 2026, an estimated $12.2K.
  • JPMorgan Chase made up 0.04% of KWMG LLC's portfolio in Q3 2026, its #111 holding.
  • KWMG LLC first reported a position in JPMorgan Chase in Q2 2018 and has held it in 26 quarters since.
  • 236 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.