Gilbert & Cook, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1675762 WEST DES MOINES, IA

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,673,631

+$278,581 QoQ

Shares Held

8,168

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#2,698

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gilbert & Cook, Inc. holds $8,379,945 across 5 Banks - Diversified names. JPM ranks #1 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,168	$2,673,631
2	WFC	Wells Fargo & Company/Mn	30,039	$2,482,422
3	BNY	Bank of New York Mellon Corp	9,357	$1,353,115
4	BAC	Bank Of America Corp /De/	18,593	$1,059,429
5	C	Citigroup Inc	5,797	$811,348

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,673,631	8,168	+0.3%	Shares	Sole	2026-07-28
2026-03-31	$2,395,050	8,142	-16.2%	Shares	Sole	2026-05-05
2025-12-31	$3,132,300	9,721	-14.1%	Shares	Sole	2026-01-07
2025-09-30	$3,568,775	11,314	-2.5%	Shares	Sole	2025-11-12
2025-06-30	$3,363,825	11,603	+7.7%	Shares	Sole	2025-08-05
2025-03-31	$2,642,616	10,773	-0.2%	Shares	Sole	2025-05-06
2024-12-31	$2,588,868	10,800	+1.6%	Shares	Sole	2025-01-23
2024-09-30	$2,241,020	10,628	-0.3%	Shares	Sole	2024-11-07
2024-06-30	$2,156,698	10,663	-7.2%	Shares	Sole	2024-08-01
2024-03-31	$2,301,647	11,491	+1.2%	Shares	Sole	2024-05-02
2023-12-31	$1,932,336	11,360	+1.5%	Shares	Sole	2024-02-13
2023-09-30	$1,623,643	11,196	+13.6%	Shares	Sole	2023-11-02
2023-06-30	$1,433,020	9,853	+1.9%	Shares	Sole	2023-08-14
2023-03-31	$1,259,706	9,667	+4.1%	Shares	Sole	2023-05-05
2022-12-31	$1,245,118	9,285	-0.8%	Shares	Sole	2023-02-09
2022-09-30	$977,702	9,356	+1.0%	Shares	Sole	2022-11-03
2022-06-30	$1,042,655	9,259	+0.9%	Shares	Sole	2022-08-05
2022-03-31	$1,250,872	9,176	+26.4%	Shares	Sole	2022-05-02
2021-12-31	$1,149,779	7,261	+3.9%	Shares	Sole	2022-01-19
2021-09-30	$1,144,029	6,989	+0.6%	Shares	Sole	2022-01-20
2021-06-30	$1,081,003	6,950	+3.6%	Shares	Sole	2021-07-13
2021-03-31	$1,020,854	6,706	+8.8%	Shares	Sole	2021-04-14
2020-12-31	$783,259	6,164	+15.8%	Shares	Sole	2021-02-11
2020-09-30	$512,637	5,325	+8.7%	Shares	Sole	2020-11-13
2020-06-30	$460,705	4,898	+3.6%	Shares	Sole	2020-08-05
2020-03-31	$425,661	4,728	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.