Portfolio Strategies’s JPMorgan Chase JPM Stock Holding History

Portfolio Strategies’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
2026 Q1	$405K	Buy	+1,376	New	+$418K	0.05%	46
2024 Q2	–	Sell	-382,549	Closed	-$76.6M	–	83
2024 Q1	$76.6M	Buy	+382,549	New	+$69M	5.21%	5
2018 Q4	–	Sell	-233	Closed	-$26K	–	121
2018 Q3	$26K	Sell	233 -493	-68%	-$56K	0.02%	96
2018 Q2	$76K	Buy	726 +3	+0.4%	+$329	0.05%	58
2018 Q1	$80K	Buy	723 +2	+0.3%	+$226	0.06%	57
2017 Q4	$77K	Buy	+721	New	+$73K	0.05%	64

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Portfolio Strategies's JPM Position: Q1 2026 in Review

Portfolio Strategies opened a new position in JPMorgan Chase (JPM) in Q1 2026: 1,376 shares worth $405K. The stake represents 0.05% of the portfolio and ranks #46 among its holdings. This is a return to the name: Portfolio Strategies previously reported a position in JPM as recently as Q1 2024.

Portfolio Strategies first reported a position in JPM in Q4 2017 and has held it in 6 quarters since. The position peaked at $76.6M in Q1 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Portfolio Strategies held 1,376 shares of JPMorgan Chase worth $405K as of Q1 2026.
JPMorgan Chase was a new Portfolio Strategies position in Q1 2026.
JPMorgan Chase made up 0.05% of Portfolio Strategies's portfolio in Q1 2026, its #46 holding.
Portfolio Strategies first reported a position in JPMorgan Chase in Q4 2017 and has held it in 6 quarters since.
Portfolio Strategies's JPMorgan Chase position peaked at $76.6M in Q1 2024.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Portfolio Strategies's 13F filing for Q1 2026, filed 5 May 2026.