Gerber Kawasaki Wealth & Investment Management

Position in JPM — Jpmorgan Chase & Co

CIK 1666736 SANTA MONICA, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$7,379,327

+$606,882 QoQ

Shares Held

22,544

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,730

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Gerber Kawasaki Wealth & Investment Management holds $9,317,780 across 5 Banks - Diversified names. JPM ranks #1 (79.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	22,544	$7,379,327
2	BAC	Bank Of America Corp /De/	15,203	$866,266
3	WFC	Wells Fargo & Company/Mn	5,550	$458,652
4	BNY	Bank of New York Mellon Corp	2,518	$364,127
5	C	Citigroup Inc	1,782	$249,408

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,379,327	22,544	-2.1%	Shares	Sole	2026-08-07
2026-03-31	$6,772,445	23,023	-3.3%	Shares	Sole	2026-05-07
2025-12-31	$7,673,991	23,816	+16.0%	Shares	Sole	2026-02-13
2025-09-30	$6,475,147	20,528	+15.3%	Shares	Sole	2025-11-13
2025-06-30	$5,160,687	17,801	+9.1%	Shares	Sole	2025-08-14
2025-03-31	$4,003,050	16,319	+23.6%	Shares	Sole	2025-05-14
2024-12-31	$3,165,849	13,207	+1.6%	Shares	Sole	2025-02-14
2024-09-30	$2,741,390	13,001	-2.2%	Shares	Sole	2024-11-13
2024-06-30	$2,687,833	13,289	+1.9%	Shares	Sole	2024-08-13
2024-03-31	$2,611,311	13,037	+19.8%	Shares	Sole	2024-05-14
2023-12-31	$1,851,028	10,882	-20.4%	Shares	Sole	2024-02-13
2023-09-30	$1,981,843	13,666	+4.0%	Shares	Sole	2023-11-14
2023-06-30	$1,911,663	13,144	+28.8%	Shares	Sole	2023-08-10
2023-03-31	$1,330,204	10,208	-0.4%	Shares	Sole	2023-05-17
2022-12-31	$1,373,720	10,244	-6.0%	Shares	Sole	2023-02-08
2022-09-30	$1,138,423	10,894	+2.3%	Shares	Sole	2022-11-15
2022-06-30	$1,199,521	10,652	-16.7%	Shares	Sole	2022-08-04
2022-03-31	$1,742,578	12,783	-20.7%	Shares	Sole	2022-05-12
2021-12-31	$2,551,493	16,113	+16684.4%	Shares	Sole	2022-02-11
2021-09-30	$15,714	96	-99.4%	Shares	Sole	2021-11-15
2021-06-30	$2,578,386	16,577	-5.0%	Shares	Sole	2021-08-11
2021-03-31	$2,656,261	17,449	+177.9%	Shares	Sole	2021-05-07
2020-12-31	$797,745	6,278	-4.6%	Shares	Sole	2021-02-09
2020-09-30	$633,264	6,578	+23.1%	Shares	Sole	2020-11-02
2020-06-30	$502,656	5,344	+12.0%	Shares	Sole	2020-08-10
2020-03-31	$429,713	4,773	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.