Skip to content
Disclosery

Keudell/Morrison Wealth Management: JPM position timeline

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

Keudell/Morrison Wealth Management held 9,490 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,490 shares
    Change vs previous 13F +16 shares

    0.59% of the 13F portfolio, value $3,106,463.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison 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 9,474 shares
    Change vs previous 13F +590 shares

    0.57% of the 13F portfolio, value $2,786,877.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison 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 8,884 shares
    Change vs previous 13F -600 shares

    0.6% of the 13F portfolio, value $2,862,658.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison 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 ended2025-06-30
    13F 9,484 shares
    Change vs previous 13F -941 shares

    0.61% of the 13F portfolio, value $2,749,462.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison 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 ended2025-03-31
    13F 10,425 shares
    Change vs previous 13F -164 shares

    0.6% of the 13F portfolio, value $2,557,264.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison 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 ended2024-12-31
    13F 10,589 shares
    Change vs previous 13F -56 shares

    0.66% of the 13F portfolio, value $2,538,385.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison 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 ended2024-09-30
    13F 10,645 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,244,603.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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