Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,203,265
+$46,923 QoQ
Shares Held
3,676
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#3,461
of 5,058 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CASTLEKEEP INVESTMENT ADVISORS LLC holds $6,182,901 across 2 Banks - Diversified names. JPM ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
35,579 | $4,979,636 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
3,676 | $1,203,265 |
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,203,265 | 3,676 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,156,342 | 3,931 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,066,548 | 3,310 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,048,804 | 3,325 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,607,261 | 5,544 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,153,891 | 4,704 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,266,387 | 5,283 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,215,186 | 5,763 | Shares | Sole | 2025-02-21 | |
| 2024-06-30 | $1,237,628 | 6,119 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $1,229,641 | 6,139 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $1,280,682 | 7,529 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||