Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,266,078
+$1,144,165 QoQ
Shares Held
19,143
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,883
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Keel Point, LLC holds $13,922,323 across 14 Banks - Diversified names. JPM ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
19,143 | $6,266,078 | |
| 2 | BAC |
Bank Of America Corp /De/
|
42,208 | $2,405,011 | |
| 3 | C |
Citigroup Inc
|
7,737 | $1,082,870 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,550 | $954,492 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,553 | $803,019 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,968 | $377,317 | |
| 7 | UBS |
UBS Group AG
|
6,613 | $327,740 | |
| 8 | RY |
Royal Bank Of Canada
|
1,467 | $303,624 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,266,078 | 19,143 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,121,913 | 17,412 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $6,391,878 | 19,837 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,262,231 | 19,853 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $5,646,866 | 19,478 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,376,397 | 17,841 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,768,720 | 15,722 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,260,739 | 15,464 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,049,878 | 15,079 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,025,033 | 10,110 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,664,088 | 9,783 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,320,262 | 9,104 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,407,132 | 9,675 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,098,382 | 8,429 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,143,873 | 8,530 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $835,373 | 7,994 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $931,397 | 8,271 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,139,907 | 8,362 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,325,864 | 8,373 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,344,713 | 8,215 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,219,900 | 7,843 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,279,340 | 8,404 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,292,937 | 10,175 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $825,033 | 8,570 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $531,909 | 5,655 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $408,646 | 4,539 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||