Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,800,901
+$2,205,402 QoQ
Shares Held
36,052
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,324
of 5,058 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $31,245,243 across 10 Banks - Diversified names. JPM ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
36,052 | $11,800,901 | |
| 2 | C |
Citigroup Inc
|
81,601 | $11,420,875 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,643 | $3,276,097 | |
| 4 | BAC |
Bank Of America Corp /De/
|
32,163 | $1,832,647 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
15,721 | $1,494,909 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,119 | $451,038 | |
| 7 | UBS |
UBS Group AG
|
5,976 | $296,170 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,457 | $227,879 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,800,901 | 36,052 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,595,499 | 32,620 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $9,550,904 | 30,279 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,651,873 | 36,742 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,296,712 | 41,976 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,975,151 | 33,270 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $7,896,634 | 39,042 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $7,600,238 | 44,681 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,527,611 | 58,803 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,682,186 | 59,696 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,246,669 | 55,611 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,454,501 | 48,132 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,218,142 | 40,365 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,556,111 | 31,579 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,457,620 | 25,364 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,191,069 | 20,152 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,105,854 | 18,974 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,825,384 | 18,165 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,503,270 | 16,444 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,932,480 | 15,208 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,195,192 | 12,415 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $916,050 | 9,739 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $546,752 | 6,073 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||