JP Morgan Chase
MSTR icon

JP Morgan Chase’s Strategy Inc MSTR Stock Holding History

JP Morgan Chase’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9M Sell
90,000
-54,500
-38% -$7.79M ﹤0.01% 2599
2025
Q4 		$22M Sell
144,500
-57,700
-29% -$13.3M ﹤0.01% 1988
2025
Q3 		$65.2M Sell
202,200
-374,700
-65% -$139M ﹤0.01% 1241
2025
Q2 		$233M Buy
576,900
+571,900
+11,438% +$208M 0.02% 635
2025
Q1 		$1.44M Sell
5,000
-7,500
-60% -$2.38M ﹤0.01% 4099
2024
Q4 		$3.62M Buy
+12,500
New +$3.76M ﹤0.01% 3650
2024
Q1 		– Sell
-13,000
Closed -$821K – 7710
2023
Q4 		$821K Sell
13,000
-2,000
-13% -$94.8K ﹤0.01% 4470
2023
Q3 		$492K Buy
+15,000
New +$565K ﹤0.01% 4489
2023
Q1 		– Sell
-4,000
Closed -$57K – 7046
2022
Q4 		$57K Hold
4,000
– – ﹤0.01% 5576
2022
Q3 		$85K Hold
4,000
– – ﹤0.01% 5357
2022
Q2 		$66K Buy
+4,000
New +$116K ﹤0.01% 5572
2021
Q4 		– Sell
-8,000
Closed -$463K – 6841
2021
Q3 		$463K Hold
8,000
– – ﹤0.01% 4779
2021
Q2 		$532K Hold
8,000
– – ﹤0.01% 4653
2021
Q1 		$543K Hold
8,000
– – ﹤0.01% 4629
2020
Q4 		$311K Buy
+8,000
New +$187K ﹤0.01% 4634
2017
Q3 		– Sell
-602,830
Closed -$11.6M – 5091
2017
Q2 		$11.6M Sell
602,830
-76,000
-11% -$1.41M ﹤0.01% 1859
2017
Q1 		$12.7M Buy
+678,830
New +$13.2M ﹤0.01% 1758
2016
Q4 		– Sell
-2,101,470
Closed -$35.2M – 5085
2016
Q3 		$35.2M Sell
2,101,470
-472,000
-18% -$8.12M 0.01% 1002
2016
Q2 		$45M Buy
2,573,470
+2,131,470
+482% +$39.2M 0.01% 885
2016
Q1 		$7.94M Buy
+442,000
New +$7.16M ﹤0.01% 1910

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase's MSTR Position: Q1 2026 in Review

JP Morgan Chase increased its Strategy Inc (MSTR) stake by 13% in Q1 2026, buying an estimated $9.41M and bringing the position to 564,358 shares worth $68.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

JP Morgan Chase first reported a position in MSTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.27B in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • JP Morgan Chase held 564,358 shares of Strategy Inc worth $68.5M as of Q1 2026.
  • JP Morgan Chase bought 65,816 Strategy Inc shares in Q1 2026, an estimated $9.41M.
  • Strategy Inc made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1191 holding.
  • JP Morgan Chase first reported a position in Strategy Inc in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Strategy Inc position peaked at $1.27B in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.