Stone House Investment Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1696497 TUNKHANNOCK, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$443,204

+$96,684 QoQ

Shares Held

1,354

+14.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#4,379

of 5,056 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stone House Investment Management, LLC holds $590,061 across 19 Banks - Diversified names. JPM ranks #1 (75.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,354	$443,204
2	WFC	Wells Fargo & Company/Mn	533	$44,047
3	BAC	Bank Of America Corp /De/	378	$21,538
4	HSBC	Hsbc Holdings PLC	203	$19,303
5	BNY	Bank of New York Mellon Corp	115	$16,630
6	SAN	Banco Santander, S.A.	872	$12,033
7	ING	Ing Groep NV	176	$5,522
8	RY	Royal Bank Of Canada	24	$4,967

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$443,204	1,354	+14.9%	Shares	Sole	2026-08-05
2026-03-31	$346,520	1,178	-3.2%	Shares	Sole	2026-04-22
2025-12-31	$392,141	1,217	+7.6%	Shares	Sole	2026-01-21
2025-09-30	$356,751	1,131	+8.2%	Shares	Sole	2025-10-27
2025-06-30	$302,955	1,045	-20.4%	Shares	Sole	2025-08-06
2025-03-31	$322,078	1,313	+33.6%	Shares	Sole	2025-05-13
2024-12-31	$235,634	983	-12.9%	Shares	Sole	2025-02-13
2024-09-30	$237,850	1,128	-1.3%	Shares	Sole	2024-11-13
2024-06-30	$231,183	1,143	+1.4%	Shares	Sole	2024-08-14
2024-03-31	$225,738	1,127	+622.4%	Shares	Sole	2024-05-15
2023-12-31	$26,535	156	+132.8%	Shares	Sole	2024-01-31
2023-09-30	$9,716	67	+1.5%	Shares	Sole	2023-11-14
2023-06-30	$9,599	66	0.0%	Shares	Sole	2023-08-11
2023-03-31	$8,600	66	—	Shares	Sole	2023-04-26
No filing history on record for this holder in this stock.