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	–	7614
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	–	–	5919
2020 Q3	$0	Hold	1	–	–	﹤0.01%	5761
2020 Q2	$0	Buy	+1	New	+$15	﹤0.01%	5688
2019 Q3	–	Sell	-883	Closed	-$24K	–	5947
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	–	4069
2015 Q2	$143K	Buy	+3,412	New	+$129K	﹤0.01%	3850

Other funds holding STRM

OBAM

ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return

HFA

Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

JP Morgan Chase's STRM Position: Q2 2025 in Review

JP Morgan Chase sold out of Streamline Health Solutions (STRM) in Q2 2025, closing a stake of 5 shares — an estimated $14 sold.

JP Morgan Chase first reported a position in STRM in Q2 2015 and held it in 8 quarters. The position peaked at $143K in Q2 2015. 19 funds tracked by Wall St. Rank hold STRM as of Q2 2025.

JP Morgan Chase reported no remaining Streamline Health Solutions position as of Q2 2025 after selling out during the quarter.
JP Morgan Chase sold 5 Streamline Health Solutions shares in Q2 2025, an estimated $14.
JP Morgan Chase first reported a position in Streamline Health Solutions in Q2 2015 and held it in 8 quarters.
JP Morgan Chase's Streamline Health Solutions position peaked at $143K in Q2 2015.
19 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.