Kw Wealth Management LLC / JPM
Kw Wealth Management LLC’s Jpmorgan Chase & Co Position
Does Kw Wealth Management LLC own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 2.8K shares worth $905,353 in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$905,353
Q4 2025
Shares
2.8K
% of Portfolio
+1.37%
Quarters Held
2
position exited
Position History JPM
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kw Wealth Management LLC’s full portfolio or all institutional holders of JPM.