Retirement Financial Solutions, LLC

SEC CIK: 0001962532
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Retirement Financial Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 641
Value: $209.8K
% of portfolio: 0.1%
Quarters held: 2; Since Q4 2022

Holdings of JPM by Retirement Financial Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	641	$209.8K	0.1%	+641	New	Holders
Q1 2023	0	$0	0.0%	−197−100.0%	Sold out	Holders
Q4 2022	197	$26.4K	<0.1%	–	No prior filing	Holders