Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,106,361
+$319,490 QoQ
Shares Held
9,490
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#2,540
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $6,019,041 across 7 Banks - Diversified names. JPM ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
9,490 | $3,106,361 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
12,030 | $994,159 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,076 | $583,740 | |
| 4 | BAC |
Bank Of America Corp /De/
|
7,966 | $453,902 | |
| 5 | C |
Citigroup Inc
|
3,119 | $436,535 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,283 | $226,706 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,505 | $217,638 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,106,361 | 9,490 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,786,871 | 9,474 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,862,602 | 8,884 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,749,506 | 9,484 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,557,252 | 10,425 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,538,289 | 10,589 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,244,604 | 10,645 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,165,193 | 10,705 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,217,321 | 11,070 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,904,949 | 11,199 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,729,363 | 11,925 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,721,427 | 11,836 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,548,994 | 11,887 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,877,802 | 14,003 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,403,748 | 13,433 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,406,724 | 12,492 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,659,423 | 12,173 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,832,109 | 11,570 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,005,693 | 12,253 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,863,835 | 11,983 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,806,513 | 11,867 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $1,673,003 | 13,166 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,196,347 | 12,427 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,079,808 | 11,480 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $930,370 | 10,334 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||