Freestone Capital Holdings, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1470876 Seattle, WA

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$36,784,690

+$5,813,761 QoQ

Shares Held

112,378

+6.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#703

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $72,838,952 across 8 Banks - Diversified names. JPM ranks #1 (50.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	112,378	$36,784,690
2	BAC	Bank Of America Corp /De/	287,114	$16,359,755
3	WFC	Wells Fargo & Company/Mn	176,979	$14,625,544
4	C	Citigroup Inc	19,952	$2,792,481
5	BNY	Bank of New York Mellon Corp	9,210	$1,331,858
6	HSBC	Hsbc Holdings PLC	4,284	$407,365
7	RY	Royal Bank Of Canada	1,422	$294,311
8	BCS	Barclays PLC	9,045	$242,948

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,784,690	112,378	+6.7%	Shares	Defined	2026-07-31
2026-03-31	$30,970,929	105,286	-0.3%	Shares	Defined	2026-05-13
2025-12-31	$34,022,887	105,589	+1.4%	Shares	Defined	2026-01-23
2025-09-30	$32,829,954	104,080	+4.5%	Shares	Defined	2025-11-12
2025-06-30	$28,877,935	99,610	-4.2%	Shares	Defined	2025-08-05
2025-03-31	$25,517,087	104,024	-3.8%	Shares	Defined	2025-05-13
2024-12-31	$25,919,842	108,130	-0.1%	Shares	Defined	2025-02-06
2024-09-30	$22,830,023	108,271	-1.3%	Shares	Defined	2024-11-14
2024-06-30	$22,198,439	109,752	+2.7%	Shares	Defined	2024-11-22
2024-03-31	$21,397,848	106,829	+4.2%	Shares	Defined	2024-11-22
2023-12-31	$17,440,863	102,533	+1.0%	Shares	Defined	2024-02-13
2023-09-30	$14,717,064	101,483	+11.7%	Shares	Defined	2023-11-14
2023-06-30	$13,213,078	90,849	+4.8%	Shares	Defined	2023-08-09
2023-03-31	$11,292,925	86,662	+0.3%	Shares	Defined	2023-05-12
2022-12-31	$11,584,094	86,384	+3.1%	Shares	Defined	2023-02-13
2022-09-30	$8,757,309	83,802	-6.8%	Shares	Defined	2022-11-09
2022-06-30	$10,124,539	89,908	-7.2%	Shares	Defined	2022-08-09
2022-03-31	$13,204,091	96,861	+4.5%	Shares	Defined	2022-05-12
2021-12-31	$14,679,045	92,700	+7.2%	Shares	Defined	2022-02-14
2021-09-30	$14,150,836	86,449	-5.8%	Shares	Defined	2021-11-15
2021-06-30	$14,271,417	91,754	+0.4%	Shares	Defined	2021-08-16
2021-03-31	$13,913,365	91,397	-8.1%	Shares	Defined	2021-05-17
2020-12-31	$12,632,918	99,417	+10.1%	Shares	Defined	2021-02-16
2020-09-30	$8,694,336	90,312	+47.2%	Shares	Defined	2020-11-06
2020-06-30	$5,771,051	61,355	+1.5%	Shares	Defined	2020-08-04
2020-03-31	$5,442,133	60,448	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.