BKM Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2007263 BROOKFIELD, WI

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$6,860,836

+$1,137,954 QoQ

Shares Held

20,960

+7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.63%

of 13F equity value

Holder Rank

#1,797

of 5,048 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BKM Wealth Management, LLC holds $9,800,316 across 5 Banks - Diversified names. JPM ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	20,960	$6,860,836
2	C	Citigroup Inc	10,499	$1,469,440
3	BCS	Barclays PLC	34,269	$920,465
4	BAC	Bank Of America Corp /De/	5,054	$287,976
5	BNY	Bank of New York Mellon Corp	1,809	$261,599

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,860,836	20,960	+7.7%	Shares	Sole	2026-07-29
2026-03-31	$5,722,882	19,455	-0.9%	Shares	Sole	2026-04-22
2025-12-31	$6,325,178	19,630	+9.9%	Shares	Sole	2026-01-29
2025-09-30	$5,635,787	17,867	+3.1%	Shares	Sole	2025-10-23
2025-06-30	$5,024,430	17,331	+0.2%	Shares	Sole	2025-07-29
2025-03-31	$4,242,708	17,296	+5.9%	Shares	Sole	2025-05-05
2024-12-31	$3,915,662	16,335	+6.1%	Shares	Sole	2025-01-31
2024-09-30	$3,246,611	15,397	+28.5%	Shares	Sole	2024-10-23
2024-06-30	$2,424,086	11,985	-18.2%	Shares	Sole	2024-07-24
2024-03-31	$2,936,398	14,660	+2.1%	Shares	Sole	2024-04-18
2023-12-31	$2,443,146	14,363	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.