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Keeler & Nadler Financial Planning & Wealth Management’s JPMorgan Chase JPM Stock Holding History

Keeler & Nadler Financial Planning & 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
Q2 		$649K Buy
1,982
+1
+0.1% +$311 0.18% 51
2026
Q1 		$583K Sell
1,981
-45
-2% -$13.7K 0.2% 50
2025
Q4 		$653K Buy
2,026
+11
+0.5% +$3.41K 0.23% 48
2025
Q3 		$636K Buy
2,015
+23
+1% +$6.84K 0.23% 45
2025
Q2 		$578K Buy
1,992
+10
+0.5% +$2.55K 0.23% 47
2025
Q1 		$481K Buy
1,982
+1
+0.1% +$255 0.22% 42
2024
Q4 		$475K Buy
1,981
+97
+5% +$22.6K 0.22% 46
2024
Q3 		$397K Buy
1,884
+10
+0.5% +$2.11K 0.19% 47
2024
Q2 		$379K Buy
1,874
+1
+0.1% +$196 0.21% 45
2024
Q1 		$375K Buy
1,873
+669
+56% +$121K 0.23% 44
2023
Q4 		$205K Buy
+1,204
New +$182K 0.15% 53
2021
Q4 		$284K Buy
+1,796
New +$295K 0.26% 41

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's JPM Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, buying an estimated $311 and bringing the position to 1,982 shares worth $649K. The position accounts for 0.18% of the portfolio, ranked #51.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. The position peaked at $653K in Q4 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 1,982 shares of JPMorgan Chase worth $649K as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.18% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
  • Keeler & Nadler Financial Planning & Wealth Management's JPMorgan Chase position peaked at $653K in Q4 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.