JP Morgan Chase’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $57.9M | Buy |
624,387
+60,029
| +11% | +$8.71M | ﹤0.01% | 1372 |
|
|
2026
Q1 | $68.5M | Buy |
564,358
+65,816
| +13% | +$9.41M | ﹤0.01% | 1191 |
|
|
2025
Q4 | $75.8M | Sell |
498,542
-1,877,141
| -79% | -$432M | ﹤0.01% | 1095 |
|
|
2025
Q3 | $765M | Sell |
2,375,683
-772,453
| -25% | -$287M | 0.05% | 330 |
|
|
2025
Q2 | $1.27B | Buy |
3,148,136
+2,024,218
| +180% | +$737M | 0.08% | 227 |
|
|
2025
Q1 | $324M | Buy |
1,123,918
+112,900
| +11% | +$35.8M | 0.02% | 514 |
|
|
2024
Q4 | $293M | Buy |
1,011,018
+350,325
| +53% | +$105M | 0.02% | 538 |
|
|
2024
Q3 | $111M | Buy |
660,693
+73,573
| +13% | +$10.5M | 0.01% | 904 |
|
|
2024
Q2 | $80.9M | Sell |
587,120
-8,270
| -1% | -$1.19M | 0.01% | 1014 |
|
|
2024
Q1 | $101M | Sell |
595,390
-165,580
| -22% | -$15.1M | 0.01% | 936 |
|
|
2023
Q4 | $48.1M | Buy |
760,970
+146,090
| +24% | +$6.92M | ﹤0.01% | 1240 |
|
|
2023
Q3 | $20.2M | Buy |
614,880
+15,440
| +3% | +$581K | ﹤0.01% | 1671 |
|
|
2023
Q2 | $20.5M | Buy |
599,440
+328,460
| +121% | +$9.95M | ﹤0.01% | 1680 |
|
|
2023
Q1 | $7.92M | Buy |
270,980
+94,110
| +53% | +$2.3M | ﹤0.01% | 2483 |
|
|
2022
Q4 | $2.5M | Buy |
176,870
+5,140
| +3% | +$105K | ﹤0.01% | 3391 |
|
|
2022
Q3 | $3.65M | Buy |
171,730
+5,980
| +4% | +$150K | ﹤0.01% | 3001 |
|
|
2022
Q2 | $2.72M | Buy |
165,750
+26,120
| +19% | +$755K | ﹤0.01% | 3303 |
|
|
2022
Q1 | $6.79M | Sell |
139,630
-100,200
| -42% | -$4.34M | ﹤0.01% | 2740 |
|
|
2021
Q4 | $13.1M | Sell |
239,830
-163,530
| -41% | -$11.2M | ﹤0.01% | 2211 |
|
|
2021
Q3 | $23.3M | Buy |
403,360
+267,240
| +196% | +$17.1M | ﹤0.01% | 1646 |
|
|
2021
Q2 | $9.04M | Sell |
136,120
-882,210
| -87% | -$52.2M | ﹤0.01% | 2510 |
|
|
2021
Q1 | $69.1M | Sell |
1,018,330
-113,810
| -10% | -$8.04M | 0.01% | 1029 |
|
|
2020
Q4 | $44M | Buy |
1,132,140
+173,790
| +18% | +$4.06M | 0.01% | 1139 |
|
|
2020
Q3 | $14.3M | Buy |
958,350
+219,000
| +30% | +$2.96M | ﹤0.01% | 1742 |
|
|
2020
Q2 | $8.75M | Sell |
739,350
-19,990
| -3% | -$243K | ﹤0.01% | 2001 |
|
|
2020
Q1 | $8.97M | Buy |
759,340
+7,300
| +1% | +$99.1K | ﹤0.01% | 1840 |
|
|
2019
Q4 | $10.7M | Sell |
752,040
-255,700
| -25% | -$3.81M | ﹤0.01% | 2062 |
|
|
2019
Q3 | $15M | Buy |
1,007,740
+27,700
| +3% | +$380K | ﹤0.01% | 1816 |
|
|
2019
Q2 | $13.8M | Sell |
980,040
-1,197,200
| -55% | -$16.9M | ﹤0.01% | 1845 |
|
|
2019
Q1 | $31.4M | Sell |
2,177,240
-50,290
| -2% | -$696K | 0.01% | 1223 |
|
|
2018
Q4 | $28.5M | Sell |
2,227,530
-3,358,340
| -60% | -$42.5M | 0.01% | 1226 |
|
|
2018
Q3 | $78.5M | Buy |
5,585,870
+782,530
| +16% | +$11M | 0.02% | 804 |
|
|
2018
Q2 | $61.4M | Buy |
4,803,340
+650,460
| +16% | +$8.47M | 0.01% | 870 |
|
|
2018
Q1 | $53.6M | Sell |
4,152,880
-6,790
| -0.2% | -$91.4K | 0.01% | 898 |
|
|
2017
Q4 | $54.6M | Buy |
4,159,670
+112,090
| +3% | +$1.5M | 0.01% | 935 |
|
|
2017
Q3 | $51.7M | Sell |
4,047,580
-321,530
| -7% | -$4.67M | 0.01% | 910 |
|
|
2017
Q2 | $83.7M | Buy |
4,369,110
+507,920
| +13% | +$9.43M | 0.02% | 685 |
|
|
2017
Q1 | $72.5M | Buy |
3,861,190
+1,443,180
| +60% | +$28M | 0.02% | 759 |
|
|
2016
Q4 | $47.7M | Sell |
2,418,010
-107,410
| -4% | -$2.03M | 0.01% | 924 |
|
|
2016
Q3 | $42.3M | Buy |
2,525,420
+1,683,540
| +200% | +$29M | 0.01% | 910 |
|
|
2016
Q2 | $14.7M | Buy |
841,880
+627,080
| +292% | +$11.5M | ﹤0.01% | 1609 |
|
|
2016
Q1 | $3.86M | Sell |
214,800
-23,430
| -10% | -$379K | ﹤0.01% | 2357 |
|
|
2015
Q4 | $4.27M | Sell |
238,230
-25,510
| -10% | -$464K | ﹤0.01% | 2317 |
|
|
2015
Q3 | $5.18M | Buy |
263,740
+8,250
| +3% | +$164K | ﹤0.01% | 2200 |
|
|
2015
Q2 | $4.35M | Buy |
255,490
+2,030
| +0.8% | +$35.7K | ﹤0.01% | 2473 |
|
|
2015
Q1 | $4.29M | Buy |
253,460
+186,030
| +276% | +$3.14M | ﹤0.01% | 2457 |
|
|
2014
Q4 | $1.09M | Sell |
67,430
-6,070
| -8% | -$95.9K | ﹤0.01% | 3297 |
|
|
2014
Q3 | $962K | Buy |
73,500
+190
| +0.3% | +$2.64K | ﹤0.01% | 3360 |
|
|
2014
Q2 | $1.03M | Buy |
73,310
+17,500
| +31% | +$223K | ﹤0.01% | 2841 |
|
|
2014
Q1 | $644K | Sell |
55,810
-120,460
| -68% | -$1.5M | ﹤0.01% | 3039 |
|
|
2013
Q4 | $2.19M | Buy |
176,270
+20
| +0% | +$236 | ﹤0.01% | 2693 |
|
|
2013
Q3 | $1.83M | Sell |
176,250
-30,820
| -15% | -$300K | ﹤0.01% | 2861 |
|
|
2013
Q2 | $1.8M | Buy |
+207,070
| New | +$1.94M | ﹤0.01% | 2869 |
|
Other funds holding MSTR
JP Morgan Chase's MSTR Position: Q2 2026 in Review
JP Morgan Chase increased its Strategy Inc (MSTR) stake by 11% in Q2 2026, buying an estimated $8.71M and bringing the position to 624,387 shares worth $57.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1372.
JP Morgan Chase first reported a position in MSTR in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.27B in Q2 2025. 849 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.
- JP Morgan Chase held 624,387 shares of Strategy Inc worth $57.9M as of Q2 2026.
- JP Morgan Chase bought 60,029 Strategy Inc shares in Q2 2026, an estimated $8.71M.
- Strategy Inc made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1372 holding.
- JP Morgan Chase first reported a position in Strategy Inc in Q2 2013 and has held it in 53 quarters since.
- JP Morgan Chase's Strategy Inc position peaked at $1.27B in Q2 2025.
- 849 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.