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Keyvantage Wealth, LLC

SEC CIK
0002050555
Latest filing
Aug 11, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Keyvantage Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
3,939
Value
$1.29M
% of portfolio
0.5%
Quarters held
7
Since Q4 2024
Holdings of JPM by Keyvantage Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,939$1.29M0.5%+62+1.6%AddedHolders
Q1 20263,877$1.14M0.5%−216−5.3%ReducedHolders
Q4 20254,093$1.32M0.6%−436−9.6%ReducedHolders
Q3 20254,529$1.43M0.6%−30−0.7%ReducedHolders
Q2 20254,559$1.32M0.6%−96−2.1%ReducedHolders
Q1 20254,655$1.14M0.6%−408−8.1%ReducedHolders
Q4 20245,063$1.21M0.9%–No prior filingHolders