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Solano Wealth Investment Advisors LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Solano Wealth Investment Advisors LLC on JPM, newest first. How the timeline and the estimate are built.

Solano Wealth Investment Advisors LLC held 1,625 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,625 shares
    Change vs previous 13F -1 shares

    0.24% of the 13F portfolio, value $532,171.

    13F-HR 0001172661-26-002902 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,626 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $478,243.

    13F-HR 0001172661-26-002198 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,626 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $523,862.

    13F-HR 0001172661-26-000687 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,625 shares
    Change vs previous 13F -1 shares

    0.25% of the 13F portfolio, value $512,824.

    13F-HR 0001172661-25-004759 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,626 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $471,334.

    13F-HR 0001172661-25-003068 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,625 shares
    Change vs previous 13F -1 shares

    0.25% of the 13F portfolio, value $398,807.

    13F-HR 0001172661-25-001831 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,626 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $389,719.

    13F-HR 0001172661-25-000758 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).