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Lee, Kelleher & Klein Wealth Management: JPM position timeline

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

Lee, Kelleher & Klein Wealth Management held 615 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 615 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $203,460.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 615 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $201,308.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).