Skip to content
Disclosery

Keebeck Wealth Management: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keebeck Wealth Management on JPM, newest first. How the timeline and the estimate are built.

Keebeck Wealth Management held 9,065 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,065 shares
    Change vs previous 13F +629 shares

    0.29% of the 13F portfolio, value $2,967,505.

    13F-HR 0001172661-26-003296 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,436 shares
    Change vs previous 13F +2,355 shares

    0.28% of the 13F portfolio, value $2,481,749.

    13F-HR 0001172661-26-001942 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,081 shares
    Change vs previous 13F +855 shares

    0.23% of the 13F portfolio, value $1,959,638.

    13F-HR 0001172661-26-000927 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,226 shares
    Change vs previous 13F +392 shares

    0.19% of the 13F portfolio, value $1,648,317.

    13F-HR 0001172661-25-004934 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,834 shares
    Change vs previous 13F +649 shares

    0.18% of the 13F portfolio, value $1,401,299.

    13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,185 shares
    Change vs previous 13F +341 shares

    0.15% of the 13F portfolio, value $1,026,703.

    13F-HR 0001172661-25-001975 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,844 shares
    Change vs previous 13F +227 shares

    0.13% of the 13F portfolio, value $921,552.

    13F-HR 0001172661-25-000854 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,617 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $762,761.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).