Financial Solutions Advisory Group, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 2135269
CHICAGO, IL
Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,408,487
+$323,043 QoQ
Shares Held
10,413
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#2,443
of 5,058 holders
Holding Since
Mar 2026
2 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, 2026Financial Solutions Advisory Group, Inc. holds $3,629,951 across 2 Banks - Diversified names. JPM ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
10,413 | $3,408,487 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
2,329 | $221,464 |
All Filings in JPM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,408,487 | 10,413 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,085,444 | 10,489 | Shares | Sole | 2026-06-01 | |
| No filing history on record for this holder in this stock. | ||||||