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JT Stratford LLC’s JPMorgan Chase JPM Stock Holding History

JT Stratford LLC’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$11K – 216
2021
Q1 		$11K Hold
200
– – ﹤0.01% 198
2020
Q4 		$7K Hold
200
– – ﹤0.01% 181
2020
Q3 		$2K Buy
+200
New +$19.6K ﹤0.01% 154

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JT Stratford LLC's JPM Position: Q2 2026 in Review

JT Stratford LLC increased its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, buying an estimated $313K and bringing the position to 31,571 shares worth $10.3M. The position accounts for 1.13% of the portfolio, ranked #20.

JT Stratford LLC first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • JT Stratford LLC held 31,571 shares of JPMorgan Chase worth $10.3M as of Q2 2026.
  • JT Stratford LLC bought 1,008 JPMorgan Chase shares in Q2 2026, an estimated $313K.
  • JPMorgan Chase made up 1.13% of JT Stratford LLC's portfolio in Q2 2026, its #20 holding.
  • JT Stratford LLC first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.