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 		$25.2M Buy
207,100
+63,800
+45% +$9.12M ﹤0.01% 1898
2025
Q4 		$21.8M Sell
143,300
-219,700
-61% -$50.6M ﹤0.01% 1996
2025
Q3 		$117M Sell
363,000
-1,405,700
-79% -$522M 0.01% 915
2025
Q2 		$715M Buy
1,768,700
+1,147,600
+185% +$418M 0.05% 341
2025
Q1 		$179M Buy
621,100
+535,000
+621% +$170M 0.01% 711
2024
Q4 		$24.9M Buy
86,100
+84,100
+4,205% +$25.3M ﹤0.01% 1825
2024
Q3 		$337K Sell
2,000
-91,000
-98% -$13M ﹤0.01% 5137
2024
Q2 		$12.8M Buy
93,000
+62,000
+200% +$8.93M ﹤0.01% 2231
2024
Q1 		$5.28M Buy
31,000
+21,000
+210% +$1.91M ﹤0.01% 3058
2023
Q4 		$632K Sell
10,000
-41,000
-80% -$1.94M ﹤0.01% 4644
2023
Q3 		$1.67M Hold
51,000
– – ﹤0.01% 3682
2023
Q2 		$1.75M Buy
51,000
+7,000
+16% +$212K ﹤0.01% 3632
2023
Q1 		$1.29M Buy
+44,000
New +$1.07M ﹤0.01% 3861
2022
Q3 		– Sell
-20,000
Closed -$329K – 6709
2022
Q2 		$329K Buy
+20,000
New +$578K ﹤0.01% 4795
2017
Q3 		– Sell
-602,830
Closed -$11.6M – 5092
2017
Q2 		$11.6M Sell
602,830
-76,000
-11% -$1.41M ﹤0.01% 1860
2017
Q1 		$12.7M Buy
+678,830
New +$13.2M ﹤0.01% 1759
2016
Q4 		– Sell
-2,101,470
Closed -$35.2M – 5086
2016
Q3 		$35.2M Hold
2,101,470
– – 0.01% 1003
2016
Q2 		$36.8M Buy
+2,101,470
New +$38.7M 0.01% 1003

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.