KPP Advisory Services LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1989349 Louisville, KY

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$6,690,952

+$1,018,077 QoQ

Shares Held

20,441

+6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.23%

of 13F equity value

Holder Rank

#1,824

of 5,058 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KPP Advisory Services LLC holds $11,791,220 across 5 Banks - Diversified names. JPM ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	20,441	$6,690,952
2	BAC	Bank Of America Corp /De/	43,806	$2,496,065
3	C	Citigroup Inc	11,963	$1,674,341
4	WFC	Wells Fargo & Company/Mn	8,096	$669,053
5	BMO	Bank Of Montreal /Can/	1,476	$260,809

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,690,952	20,441	+6.0%	Shares	Sole	2026-07-24
2026-03-31	$5,672,875	19,285	+7.9%	Shares	Sole	2026-04-24
2025-12-31	$5,756,460	17,865	+4.6%	Shares	Sole	2026-02-02
2025-09-30	$5,389,121	17,085	-5.8%	Shares	Sole	2025-11-03
2025-06-30	$5,256,358	18,131	+6.5%	Shares	Sole	2025-07-30
2025-03-31	$4,174,270	17,017	+27.5%	Shares	Sole	2025-04-23
2024-12-31	$3,200,128	13,350	+1.6%	Shares	Sole	2025-01-24
2024-09-30	$2,769,856	13,136	+0.8%	Shares	Sole	2024-11-06
2024-06-30	$2,635,852	13,032	+5.3%	Shares	Sole	2024-08-27
2024-03-31	$2,478,111	12,372	+2.3%	Shares	Sole	2024-05-14
2023-12-31	$2,056,338	12,089	-0.6%	Shares	Sole	2024-02-14
2023-09-30	$1,763,008	12,157	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.