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Strong Retirement Solutions LLC: JPM position timeline

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

Strong Retirement Solutions LLC held 10,808 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,808 shares
    Change vs previous 13F -323 shares

    2.01% of the 13F portfolio, value $3,575,610.

    13F-HR 0002111795-26-000005 filed by Strong Retirement Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,131 shares
    Change vs previous 13F +549 shares

    2.18% of the 13F portfolio, value $3,643,511.

    13F-HR 0002111795-26-000003 filed by Strong Retirement Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,582 shares
    Change vs previous 13F +1,031 shares

    2.18% of the 13F portfolio, value $3,112,801.

    13F-HR 0002111795-26-000002 filed by Strong Retirement Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,551 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $3,077,523.

    13F-HR 0002111795-26-000001 filed by Strong Retirement Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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