SEC 13F Intelligence

Kingsview Wealth Management, LLC / JPM

Kingsview Wealth Management, LLC’s Jpmorgan Chase & Co Position

Does Kingsview Wealth Management, LLC own Jpmorgan Chase & Co (JPM)? Yes154.1K shares worth $45M (+0.62% of its 13F portfolio) as of Q1 2026, up from 138.8K shares the prior filed quarter.

Position Value
$45M
Q1 2026
Shares
154.1K
% of Portfolio
+0.62%
Quarters Held
24
currently held

Position History JPM

Reported value by quarter
Q4 ’19: $12MQ4 ’19Q1 ’20: $9MQ2 ’20: $10MQ3 ’20: $12MQ3 ’20Q4 ’20: $18MQ1 ’21: $22MQ2 ’21: $25MQ2 ’21Q4 ’21: $27MQ2 ’22: $13MQ3 ’22: $11MQ3 ’22Q4 ’22: $14MQ1 ’23: $14MQ2 ’23: $15MQ2 ’23Q3 ’23: $16MQ4 ’23: $14MQ1 ’24: $22MQ1 ’24Q2 ’24: $23MQ3 ’24: $25MQ4 ’24: $29MQ4 ’24Q1 ’25: $30MQ2 ’25: $36MQ3 ’25: $42MQ3 ’25Q4 ’25: $45MQ1 ’26: $45Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026154.1K$45M+0.62%
Q4 2025138.8K$45M+0.64%
Q3 2025132.4K$42M+0.64%
Q2 2025125.1K$36M+0.61%
Q1 2025124.2K$30M+0.57%
Q4 2024122.4K$29M+0.57%
Q3 2024118.1K$25M+0.52%
Q2 2024115.3K$23M+0.55%
Q1 2024110.9K$22M+0.56%
Q4 2023104.4K$14M+0.63%
Q3 2023108.1K$16M+0.56%
Q2 2023103.8K$15M+0.59%
Q1 2023105.0K$14M+0.57%
Q4 2022105.8K$14M+0.62%
Q3 2022102.6K$11M+0.51%
Q2 2022114.9K$13M+0.62%
Q4 2021172.5K$27M+1.14%
Q2 2021159.3K$25M+1.24%
Q1 2021145.3K$22M+1.27%
Q4 2020141.7K$18M+1.30%
Q3 2020125.8K$12M+1.08%
Q2 2020101.7K$10M+0.96%
Q1 2020102.7K$9M+1.25%
Q4 201987.1K$12M+1.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kingsview Wealth Management, LLC’s full portfolio or all institutional holders of JPM.