KERR FINANCIAL PLANNING Corp

Position in JPM — Jpmorgan Chase & Co

CIK 2095947 FRESNO, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$810,469

+$77,423 QoQ

Shares Held

2,476

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#3,872

of 5,058 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $1,544,943 across 4 Banks - Diversified names. JPM ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,476	$810,469
2	WFC	Wells Fargo & Company/Mn	3,718	$307,255
3	C	Citigroup Inc	2,169	$303,573
4	BAC	Bank Of America Corp /De/	2,170	$123,646

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$810,469	2,476	-0.6%	Shares	Sole	2026-07-02
2026-03-31	$733,046	2,492	+4.0%	Shares	Sole	2026-04-29
2025-12-31	$772,039	2,396	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$754,823	2,393	—	Shares	Sole	2025-11-25
No filing history on record for this holder in this stock.