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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

KWMG LLC's JPM Position: Q2 2026 in Review

KWMG LLC reduced its JPMorgan Chase (JPM) stake by 0.64% in Q2 2026, selling an estimated $3.42K and leaving 1,713 shares worth $561K. 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 25 quarters since. The position peaked at $561K in Q4 2025. 2,889 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • KWMG LLC held 1,713 shares of JPMorgan Chase worth $561K as of Q2 2026.
  • KWMG LLC sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.04% of KWMG LLC's portfolio in Q2 2026, its #111 holding.
  • KWMG LLC first reported a position in JPMorgan Chase in Q2 2018 and has held it in 25 quarters since.
  • KWMG LLC's JPMorgan Chase position peaked at $561K in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.