Keebeck Wealth Management, LLC

SEC CIK: 0001803675
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Keebeck Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 9,065
Value: $2.97M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Keebeck Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,065	$2.97M	0.3%	+629+7.5%	Added	Holders
Q1 2026	8,436	$2.48M	0.3%	+2,355+38.7%	Added	Holders
Q4 2025	6,081	$1.96M	0.2%	+855+16.4%	Added	Holders
Q3 2025	5,226	$1.65M	0.2%	+392+8.1%	Added	Holders
Q2 2025	4,834	$1.40M	0.2%	+649+15.5%	Added	Holders
Q1 2025	4,185	$1.03M	0.2%	+341+8.9%	Added	Holders
Q4 2024	3,844	$921.6K	0.1%	+227+6.3%	Added	Holders
Q3 2024	3,617	$762.8K	0.1%	−10,729−74.8%	Reduced	Holders
Q2 2024	14,346	$2.90M	0.4%	−6,001−29.5%	Reduced	Holders
Q1 2024	20,347	$4.08M	0.6%	00.0%	Unchanged	Holders
Q4 2023	20,347	$3.46M	0.6%	+160+0.8%	Added	Holders
Q3 2023	20,187	$2.93M	0.5%	+90.0%	Added	Holders
Q2 2023	20,178	$2.93M	0.4%	+177+0.9%	Added	Holders
Q1 2023	20,001	$2.61M	0.4%	+42+0.2%	Added	Holders
Q4 2022	19,959	$2.68M	0.5%	+202+1.0%	Added	Holders
Q3 2022	19,757	$2.06M	0.4%	−8,112−29.1%	Reduced	Holders
Q2 2022	27,869	$3.14M	0.6%	−1,659−5.6%	Reduced	Holders
Q1 2022	29,528	$4.03M	0.7%	−3,334−10.1%	Reduced	Holders
Q4 2021	32,862	$5.20M	0.9%	+1,364+4.3%	Added	Holders
Q3 2021	31,498	$5.16M	1.0%	+342+1.1%	Added	Holders
Q2 2021	31,156	$4.85M	0.7%	−2,817−8.3%	Reduced	Holders
Q1 2021	33,973	$5.17M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.