Greykasell Wealth Strategies, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 2041220 DANVILLE, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,807,509

+$290,382 QoQ

Shares Held

8,577

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#2,637

of 5,058 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Greykasell Wealth Strategies, Inc. holds $4,763,729 across 6 Banks - Diversified names. JPM ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,577	$2,807,509
2	C	Citigroup Inc	6,127	$857,534
3	BAC	Bank Of America Corp /De/	7,507	$427,748
4	UBS	UBS Group AG	6,044	$299,540
5	BMO	Bank Of Montreal /Can/	1,521	$268,760
6	WFC	Wells Fargo & Company/Mn	1,242	$102,638

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,807,509	8,577	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$2,517,127	8,557	-0.2%	Shares	Sole	2026-05-07
2025-12-31	$2,761,747	8,571	+7.3%	Shares	Sole	2026-02-11
2025-09-30	$2,518,708	7,985	+15.5%	Shares	Sole	2025-11-04
2025-06-30	$2,005,017	6,916	+2.1%	Shares	Sole	2025-08-11
2025-03-31	$1,661,416	6,773	+0.0%	Shares	Sole	2025-05-09
2024-12-31	$1,623,316	6,772	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.