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Solitude Financial Services’s JPMorgan Chase JPM Stock Holding History

Solitude Financial Services’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.16M Buy
13,592
+1,653
+14% +$502K 1.23% 16
2025
Q4 		$3.85M Buy
11,939
+898
+8% +$278K 1.27% 15
2025
Q3 		$3.48M Buy
11,041
+73
+0.7% +$21.7K 1.19% 16
2025
Q2 		$3.18M Buy
10,968
+928
+9% +$237K 1.15% 15
2025
Q1 		$2.46M Buy
10,040
+815
+9% +$208K 0.96% 15
2024
Q4 		$2.21M Buy
9,225
+206
+2% +$48K 0.97% 14
2024
Q3 		$1.9M Buy
9,019
+2,060
+30% +$434K 0.81% 14
2024
Q2 		$1.41M Buy
6,959
+3,894
+127% +$761K 0.65% 14
2024
Q1 		$614K Buy
3,065
+605
+25% +$109K 0.28% 27
2023
Q4 		$418K Buy
2,460
+80
+3% +$12.1K 0.23% 40
2023
Q3 		$345K Sell
2,380
-375
-14% -$56.2K 0.19% 42
2023
Q2 		$401K Sell
2,755
-345
-11% -$47.5K 0.23% 42
2023
Q1 		$404K Sell
3,100
-60
-2% -$8.22K 0.26% 40
2022
Q4 		$424K Sell
3,160
-73
-2% -$9.25K 0.29% 40
2022
Q3 		$338K Hold
3,233
– – 0.25% 42
2022
Q2 		$364K Sell
3,233
-192
-6% -$23.8K 0.26% 40
2022
Q1 		$467K Sell
3,425
-463
-12% -$68.3K 0.29% 34
2021
Q4 		$616K Sell
3,888
-184
-5% -$30.2K 0.41% 31
2021
Q3 		$667K Sell
4,072
-9,804
-71% -$1.54M 0.46% 32
2021
Q2 		$2.16M Sell
13,876
-159
-1% -$25K 1.57% 18
2021
Q1 		$2.14M Sell
14,035
-9,294
-40% -$1.34M 1.72% 18
2020
Q4 		$2.96M Buy
+23,329
New +$2.61M 2.6% 12

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Solitude Financial Services's JPM Position: Q1 2026 in Review

Solitude Financial Services increased its JPMorgan Chase (JPM) stake by 14% in Q1 2026, buying an estimated $502K and bringing the position to 13,592 shares worth $4.16M. The position accounts for 1.23% of the portfolio, ranked #16.

Solitude Financial Services first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Solitude Financial Services held 13,592 shares of JPMorgan Chase worth $4.16M as of Q1 2026.
  • Solitude Financial Services bought 1,653 JPMorgan Chase shares in Q1 2026, an estimated $502K.
  • JPMorgan Chase made up 1.23% of Solitude Financial Services's portfolio in Q1 2026, its #16 holding.
  • Solitude Financial Services first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Solitude Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.