Madrona Financial Services, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1578370 EVERETT, WA

Position in JPM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$492,958

+$51,130 QoQ

Shares Held

1,506

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#4,291

of 5,058 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Madrona Financial Services, LLC holds $1,406,870 across 4 Banks - Diversified names. JPM ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,506	$492,958
2	BAC	Bank Of America Corp /De/	6,358	$362,278
3	WFC	Wells Fargo & Company/Mn	3,892	$321,634
4	CM	Canadian Imperial Bank Of Commerce /Can/	2,000	$230,000

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$492,958	1,506	+0.3%	Shares	Sole	2026-07-17
2026-03-31	$441,828	1,502	+3.6%	Shares	Sole	2026-04-14
2025-12-31	$467,219	1,450	-4.5%	Shares	Sole	2026-01-22
2025-09-30	$479,138	1,519	+3.4%	Shares	Sole	2025-10-22
2025-06-30	$425,877	1,469	+15.2%	Shares	Sole	2025-07-18
2025-03-31	$312,757	1,275	-0.1%	Shares	Sole	2025-04-23
2024-12-31	$305,869	1,276	-3.6%	Shares	Sole	2025-01-17
2024-09-30	$279,178	1,324	+2.6%	Shares	Sole	2024-10-17
2024-06-30	$260,915	1,290	-0.8%	Shares	Sole	2024-07-19
2024-03-31	$260,590	1,301	—	Shares	Sole	2024-04-19
No filing history on record for this holder in this stock.