JP Morgan Chase
STRM

JP Morgan Chase’s Streamline Health Solutions STRM Stock Holding History

JP Morgan Chase’s Portfolio STRM Stock Details STRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$14 – 7625
2025
Q1 		$14 Sell
5
-1
-17% -$4 ﹤0.01% 7168
2024
Q4 		$23 Buy
+6
New +$17 ﹤0.01% 7249
2020
Q4 		– Sell
-1
Closed – – 5931
2020
Q3 		$0 Hold
1
– – ﹤0.01% 5766
2020
Q2 		$0 Buy
+1
New +$15 ﹤0.01% 5691
2019
Q3 		– Sell
-883
Closed -$24K – 5952
2019
Q2 		$24K Buy
+883
New +$17K ﹤0.01% 5411
2018
Q2 		– Sell
-1,697
Closed -$47K – 5691
2018
Q1 		$47K Buy
1,697
+799
+89% +$20.7K ﹤0.01% 4840
2017
Q4 		$23K Buy
+898
New +$20.6K ﹤0.01% 5139
2015
Q3 		– Sell
-3,412
Closed -$143K – 4082
2015
Q2 		$143K Buy
+3,412
New +$129K ﹤0.01% 3850

Other funds holding STRM

OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $109M AUM 317.92% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $3.41B AUM 31.28% 1-Year Est. Return