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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.