Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,779,018
+$974,353 QoQ
Shares Held
14,600
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,146
of 5,058 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Main Street Financial Solutions, LLC holds $12,993,417 across 7 Banks - Diversified names. JPM ranks #1 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
14,600 | $4,779,018 | |
| 2 | BAC |
Bank Of America Corp /De/
|
74,674 | $4,254,924 | |
| 3 | UBS |
UBS Group AG
|
22,669 | $1,123,475 | |
| 4 | C |
Citigroup Inc
|
6,868 | $961,245 | |
| 5 | TD |
Toronto Dominion Bank
|
7,415 | $900,403 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
9,351 | $772,766 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,394 | $201,586 |
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,779,018 | 14,600 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,804,665 | 12,934 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $4,125,704 | 12,804 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,401,880 | 23,466 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,997,078 | 20,686 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,137,720 | 16,868 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,014,183 | 16,746 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,306,917 | 15,683 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,133,209 | 15,491 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,091,029 | 15,432 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,319,313 | 13,635 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,007,221 | 13,841 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,014,925 | 13,854 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,865,648 | 14,317 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,903,013 | 14,191 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,391,940 | 13,320 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,433,750 | 12,732 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,962,190 | 14,394 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,288,632 | 14,453 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,316,213 | 14,150 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,857,147 | 11,940 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,838,177 | 12,075 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,562,579 | 12,297 | Shares | Sole | 2021-03-01 | |
| No filing history on record for this holder in this stock. | ||||||