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 Q2	$450K	Hold	1,376	–	–	0.04%	42
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Portfolio Strategies's JPM Position: Q2 2026 in Review

Portfolio Strategies held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,376 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #42.

Portfolio Strategies first reported a position in JPM in Q4 2017 and has held it in 7 quarters since. The position peaked at $76.6M in Q1 2024. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Portfolio Strategies held 1,376 shares of JPMorgan Chase worth $450K as of Q2 2026.
Portfolio Strategies left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.04% of Portfolio Strategies's portfolio in Q2 2026, its #42 holding.
Portfolio Strategies first reported a position in JPMorgan Chase in Q4 2017 and has held it in 7 quarters since.
Portfolio Strategies's JPMorgan Chase position peaked at $76.6M in Q1 2024.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Portfolio Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.