Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,505,370
+$507,148 QoQ
Shares Held
13,764
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
#2,193
of 5,058 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Solitude Financial Services holds $5,385,998 across 2 Banks - Diversified names. JPM ranks #1 (83.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
13,764 | $4,505,370 | |
| 2 | C |
Citigroup Inc
|
6,292 | $880,628 |
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,505,370 | 13,764 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,998,222 | 13,592 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,846,984 | 11,939 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,482,662 | 11,041 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,179,732 | 10,968 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,462,812 | 10,040 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,211,324 | 9,225 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,901,746 | 9,019 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,407,527 | 6,959 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $613,919 | 3,065 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $418,446 | 2,460 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $345,147 | 2,380 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $400,687 | 2,755 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $403,961 | 3,100 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $423,756 | 3,160 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $337,848 | 3,233 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $364,068 | 3,233 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $466,896 | 3,425 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $615,664 | 3,888 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $666,545 | 4,072 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,158,273 | 13,876 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,136,548 | 14,035 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,964,416 | 23,329 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||