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Disclosery

Solitude Financial Services: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Solitude Financial Services on JPM, newest first. How the timeline and the estimate are built.

Solitude Financial Services held 13,764 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,764 shares
    Change vs previous 13F +172 shares

    1.25% of the 13F portfolio, value $4,505,370.

    13F-HR 0001839890-26-000004 filed by Solitude Financial Services
    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 13,592 shares
    Change vs previous 13F +1,653 shares

    1.23% of the 13F portfolio, value $4,158,201.

    13F-HR 0001839890-26-000003 filed by Solitude Financial Services
    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 11,939 shares
    Change vs previous 13F +898 shares

    1.27% of the 13F portfolio, value $3,846,985.

    13F-HR 0001839890-26-000001 filed by Solitude Financial Services
    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 11,041 shares
    Change vs previous 13F +73 shares

    1.19% of the 13F portfolio, value $3,482,663.

    13F-HR 0001839890-25-000006 filed by Solitude Financial Services
    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 10,968 shares
    Change vs previous 13F +928 shares

    1.15% of the 13F portfolio, value $3,179,733.

    13F-HR 0001839890-25-000005 filed by Solitude Financial Services
    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 10,040 shares
    Change vs previous 13F +815 shares

    0.96% of the 13F portfolio, value $2,462,812.

    13F-HR 0001839890-25-000004 filed by Solitude Financial Services
    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 9,225 shares
    Change vs previous 13F +206 shares

    0.97% of the 13F portfolio, value $2,211,325.

    13F-HR 0001839890-25-000001 filed by Solitude Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,019 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,901,746.

    13F-HR 0001839890-24-000006 filed by Solitude Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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