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Keebeck Wealth Management’s JPMorgan Chase JPM Stock Holding History

Keebeck Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.48M Buy
8,436
+2,355
+39% +$715K 0.28% 96
2025
Q4 		$1.96M Buy
6,081
+855
+16% +$265K 0.23% 111
2025
Q3 		$1.65M Buy
5,226
+392
+8% +$117K 0.19% 122
2025
Q2 		$1.4M Buy
4,834
+649
+16% +$166K 0.18% 119
2025
Q1 		$1.03M Buy
4,185
+341
+9% +$86.9K 0.15% 127
2024
Q4 		$922K Buy
3,844
+227
+6% +$52.9K 0.13% 132
2024
Q3 		$763K Sell
3,617
-10,729
-75% -$2.26M 0.11% 142
2024
Q2 		$2.9M Sell
14,346
-6,001
-29% -$1.17M 0.43% 69
2024
Q1 		$4.08M Hold
20,347
– – 0.6% 44
2023
Q4 		$3.46M Buy
20,347
+160
+0.8% +$24.2K 0.57% 50
2023
Q3 		$2.93M Buy
20,187
+9
+0% +$1.35K 0.51% 60
2023
Q2 		$2.93M Buy
20,178
+177
+0.9% +$24.3K 0.4% 69
2023
Q1 		$2.61M Buy
20,001
+42
+0.2% +$5.75K 0.42% 61
2022
Q4 		$2.68M Buy
19,959
+202
+1% +$25.6K 0.47% 54
2022
Q3 		$2.06M Sell
19,757
-8,112
-29% -$931K 0.4% 59
2022
Q2 		$3.14M Sell
27,869
-1,659
-6% -$206K 0.6% 40
2022
Q1 		$4.03M Sell
29,528
-3,334
-10% -$492K 0.67% 34
2021
Q4 		$5.2M Buy
32,862
+1,364
+4% +$224K 0.93% 23
2021
Q3 		$5.16M Buy
31,498
+342
+1% +$53.6K 1.02% 23
2021
Q2 		$4.85M Sell
31,156
-2,817
-8% -$442K 0.7% 34
2021
Q1 		$5.17M Buy
33,973
+505
+2% +$72.7K 0.8% 32
2020
Q4 		$4.25M Buy
33,468
+417
+1% +$46.6K 0.74% 31
2020
Q3 		$3.18M Buy
33,051
+1,352
+4% +$133K 0.66% 36
2020
Q2 		$2.98M Sell
31,699
-561
-2% -$53.2K 0.94% 22
2020
Q1 		$2.9M Buy
32,260
+3,667
+13% +$446K 1.21% 18
2019
Q4 		$3.98M Buy
+28,593
New +$3.67M 1.26% 22

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keebeck Wealth Management's JPM Position: Q1 2026 in Review

Keebeck Wealth Management increased its JPMorgan Chase (JPM) stake by 39% in Q1 2026, buying an estimated $715K and bringing the position to 8,436 shares worth $2.48M. The position accounts for 0.28% of the portfolio, ranked #96.

Keebeck Wealth Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.2M in Q4 2021. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Keebeck Wealth Management held 8,436 shares of JPMorgan Chase worth $2.48M as of Q1 2026.
  • Keebeck Wealth Management bought 2,355 JPMorgan Chase shares in Q1 2026, an estimated $715K.
  • JPMorgan Chase made up 0.28% of Keebeck Wealth Management's portfolio in Q1 2026, its #96 holding.
  • Keebeck Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's JPMorgan Chase position peaked at $5.2M in Q4 2021.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.