Goldstone Financial Group, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2040021
OAKBROOK TERRACE, IL
Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,545,618
+$760,668 QoQ
Shares Held
19,997
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#1,846
of 5,058 holders
Holding Since
Mar 2023
14 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, 2026Goldstone Financial Group, LLC holds $9,930,229 across 3 Banks - Diversified names. JPM ranks #1 (65.9% of the industry book) .
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,545,618 | 19,997 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,784,950 | 19,666 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,557,499 | 20,351 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,228,480 | 19,746 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,688,614 | 19,622 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $4,632,981 | 18,887 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,364,399 | 18,207 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,930,852 | 18,642 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,672,839 | 18,159 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $3,645,259 | 18,199 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $3,112,149 | 18,296 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $2,634,868 | 18,169 | Shares | Sole | 2025-01-15 | |
| 2023-06-30 | $2,696,603 | 18,541 | Shares | Sole | 2025-01-15 | |
| 2023-03-31 | $2,153,503 | 16,526 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||