Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,967,246
+$485,713 QoQ
Shares Held
9,065
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,581
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Keebeck Wealth Management holds $11,213,240 across 13 Banks - Diversified names. JPM ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
36,753 | $3,037,267 | |
| 2 | JPM |
Jpmorgan Chase & Co
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|
9,065 | $2,967,246 | |
| 3 | BAC |
Bank Of America Corp /De/
|
19,204 | $1,094,243 | |
| 4 | C |
Citigroup Inc
|
6,096 | $853,196 | |
| 5 | UBS |
UBS Group AG
|
10,584 | $524,543 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
5,487 | $521,758 | |
| 7 | SAN |
Banco Santander, S.A.
|
30,465 | $420,417 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,399 | $346,066 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,967,246 | 9,065 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $2,481,533 | 8,436 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,959,419 | 6,081 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,648,437 | 5,226 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,401,424 | 4,834 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,026,580 | 4,185 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $921,445 | 3,844 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $762,680 | 3,617 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,901,621 | 14,346 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,075,504 | 20,347 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $3,461,024 | 20,347 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,927,518 | 20,187 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $2,934,688 | 20,178 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $2,606,330 | 20,001 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,676,501 | 19,959 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $2,064,606 | 19,757 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,138,328 | 27,869 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $4,025,256 | 29,528 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $5,203,697 | 32,862 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $5,155,907 | 31,498 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $4,846,003 | 31,156 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,171,709 | 33,973 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,252,777 | 33,468 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,181,819 | 33,051 | Shares | Other | 2020-11-02 | |
| 2020-06-30 | $2,981,607 | 31,699 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,904,367 | 32,260 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||