JT Stratford LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.99M | Buy |
30,563
+291
| +1% | +$88.3K | 1.14% | 23 |
|
|
2025
Q4 | $9.75M | Buy |
30,272
+5,738
| +23% | +$1.78M | 1.25% | 19 |
|
|
2025
Q3 | $7.74M | Buy |
24,534
+2,462
| +11% | +$732K | 1.04% | 19 |
|
|
2025
Q2 | $6.4M | Buy |
22,072
+283
| +1% | +$72.2K | 0.97% | 21 |
|
|
2025
Q1 | $5.34M | Buy |
21,789
+1,054
| +5% | +$269K | 0.95% | 17 |
|
|
2024
Q4 | $4.97M | Buy |
20,735
+1,236
| +6% | +$288K | 0.82% | 21 |
|
|
2024
Q3 | $4.11M | Buy |
19,499
+997
| +5% | +$210K | 0.7% | 27 |
|
|
2024
Q2 | $3.74M | Sell |
18,502
-300
| -2% | -$58.6K | 0.7% | 28 |
|
|
2024
Q1 | $3.77M | Sell |
18,802
-568
| -3% | -$102K | 0.75% | 25 |
|
|
2023
Q4 | $3.29M | Sell |
19,370
-218
| -1% | -$33K | 0.75% | 25 |
|
|
2023
Q3 | $2.84M | Sell |
19,588
-1,550
| -7% | -$232K | 0.73% | 26 |
|
|
2023
Q2 | $3.07M | Sell |
21,138
-1,875
| -8% | -$258K | 0.83% | 23 |
|
|
2023
Q1 | $3M | Sell |
23,013
-3,999
| -15% | -$548K | 0.86% | 21 |
|
|
2022
Q4 | $3.62M | Buy |
27,012
+1,088
| +4% | +$138K | 1.16% | 17 |
|
|
2022
Q3 | $2.71M | Sell |
25,924
-1,464
| -5% | -$168K | 0.96% | 23 |
|
|
2022
Q2 | $3.08M | Buy |
27,388
+304
| +1% | +$37.7K | 0.98% | 23 |
|
|
2022
Q1 | $3.69M | Sell |
27,084
-999
| -4% | -$147K | 1.08% | 23 |
|
|
2021
Q4 | $4.45M | Buy |
28,083
+539
| +2% | +$88.5K | 1.22% | 19 |
|
|
2021
Q3 | $4.51M | Buy |
27,544
+553
| +2% | +$86.7K | 1.38% | 16 |
|
|
2021
Q2 | $4.2M | Buy |
26,991
+283
| +1% | +$44.4K | 1.34% | 13 |
|
|
2021
Q1 | $4.07M | Buy |
26,708
+424
| +2% | +$61K | 1.43% | 13 |
|
|
2020
Q4 | $3.34M | Buy |
26,284
+859
| +3% | +$96K | 1.25% | 16 |
|
|
2020
Q3 | $2.45M | Buy |
25,425
+275
| +1% | +$27K | 1.06% | 20 |
|
|
2020
Q2 | $2.37M | Buy |
25,150
+6,359
| +34% | +$603K | 1.22% | 19 |
|
|
2020
Q1 | $1.69M | Buy |
18,791
+367
| +2% | +$44.6K | 1.04% | 25 |
|
|
2019
Q4 | $2.57M | Sell |
18,424
-2,880
| -14% | -$369K | 1.18% | 18 |
|
|
2019
Q3 | $2.51M | Buy |
21,304
+3,551
| +20% | +$402K | 1.41% | 19 |
|
|
2019
Q2 | $1.99M | Sell |
17,753
-1,793
| -9% | -$198K | 1.1% | 23 |
|
|
2019
Q1 | $1.98M | Buy |
19,546
+214
| +1% | +$22K | 1.14% | 23 |
|
|
2018
Q4 | $1.89M | Sell |
19,332
-150
| -0.8% | -$16K | 1.26% | 27 |
|
|
2018
Q3 | $2.2M | Buy |
19,482
+1,495
| +8% | +$170K | 1.26% | 28 |
|
|
2018
Q2 | $1.87M | Buy |
17,987
+3,018
| +20% | +$331K | 1.15% | 32 |
|
|
2018
Q1 | $1.65M | Buy |
14,969
+327
| +2% | +$37K | 1.03% | 37 |
|
|
2017
Q4 | $1.57M | Buy |
14,642
+11,561
| +375% | +$1.17M | 1.02% | 36 |
|
|
2017
Q3 | $294K | Sell |
3,081
-170
| -5% | -$15.7K | 0.19% | 89 |
|
|
2017
Q2 | $297K | Sell |
3,251
-63
| -2% | -$5.44K | 0.21% | 91 |
|
|
2017
Q1 | $291K | Sell |
3,314
-560
| -14% | -$49.4K | 0.22% | 86 |
|
|
2016
Q4 | $334K | Buy |
+3,874
| New | +$295K | 0.28% | 82 |
|
Other funds holding JPM
VCM
VPM
JT Stratford LLC's JPM Position: Q1 2026 in Review
JT Stratford LLC increased its JPMorgan Chase (JPM) stake by 0.96% in Q1 2026, buying an estimated $88.3K and bringing the position to 30,563 shares worth $8.99M. The position accounts for 1.14% of the portfolio, ranked #23.
JT Stratford LLC first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.75M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- JT Stratford LLC held 30,563 shares of JPMorgan Chase worth $8.99M as of Q1 2026.
- JT Stratford LLC bought 291 JPMorgan Chase shares in Q1 2026, an estimated $88.3K.
- JPMorgan Chase made up 1.14% of JT Stratford LLC's portfolio in Q1 2026, its #23 holding.
- JT Stratford LLC first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
- JT Stratford LLC's JPMorgan Chase position peaked at $9.75M in Q4 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.