KELLEHER FINANCIAL ADVISORS

Position in JPM — Jpmorgan Chase & Co

CIK 1507971 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,137,763

+$3,446,201 QoQ

Shares Held

18,751

+104.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#1,900

of 5,048 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $13,048,784 across 8 Banks - Diversified names. JPM ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,751	$6,137,763
2	BAC	Bank Of America Corp /De/	75,300	$4,290,593
3	C	Citigroup Inc	14,772	$2,067,488
4	TD	Toronto Dominion Bank	3,398	$412,619
5	WFC	Wells Fargo & Company/Mn	924	$76,359
6	BNY	Bank of New York Mellon Corp	390	$56,397
7	BCS	Barclays PLC	257	$6,903
8	SAN	Banco Santander, S.A.	48	$662

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,137,763	18,751	+104.9%	Shares	Sole	2026-08-06
2026-03-31	$2,691,562	9,150	-3.8%	Shares	Sole	2026-05-08
2025-12-31	$3,063,344	9,507	+18.0%	Shares	Sole	2026-01-20
2025-09-30	$2,541,734	8,058	-13.5%	Shares	Sole	2025-11-14
2025-06-30	$2,699,352	9,311	+38.0%	Shares	Sole	2025-08-08
2025-03-31	$1,654,548	6,745	-1.0%	Shares	Sole	2025-05-14
2024-12-31	$1,632,664	6,811	+2.6%	Shares	Sole	2025-01-17
2024-09-30	$1,400,110	6,640	+3.2%	Shares	Sole	2024-11-08
2024-06-30	$1,301,745	6,436	-1.1%	Shares	Sole	2024-07-29
2024-03-31	$1,303,352	6,507	-2.9%	Shares	Sole	2024-05-09
2023-12-31	$1,140,010	6,702	+0.1%	Shares	Sole	2024-04-25
2023-09-30	$971,053	6,696	-5.3%	Shares	Sole	2024-04-25
2023-06-30	$1,028,551	7,072	+0.1%	Shares	Sole	2024-04-25
2023-03-31	$920,770	7,066	+0.1%	Shares	Sole	2024-04-25
2022-12-31	$946,746	7,060	+0.1%	Shares	Sole	2024-04-25
2022-09-30	$737,143	7,054	-3.4%	Shares	Sole	2022-11-14
2022-06-30	$822,053	7,300	+6.3%	Shares	Sole	2022-08-15
2022-03-31	$936,245	6,868	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,087,231	6,866	-11.3%	Shares	Sole	2022-02-15
2021-09-30	$1,267,287	7,742	+17.1%	Shares	Sole	2021-11-15
2021-06-30	$1,028,430	6,612	+0.6%	Shares	Sole	2021-08-16
2021-03-31	$1,000,912	6,575	+0.0%	Shares	Sole	2021-05-13
2020-12-31	$835,358	6,574	+19.9%	Shares	Sole	2021-02-12
2020-09-30	$527,655	5,481	+8.8%	Shares	Sole	2020-11-13
2020-06-30	$473,780	5,037	-8.9%	Shares	Sole	2021-11-02
2020-03-31	$497,955	5,531	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.