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Strait & Sound Wealth Management’s JPMorgan Chase JPM Stock Holding History

Strait & Sound Wealth Management’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 		$2.73M Sell
8,348
-733
-8% -$228K 0.96% 23
2026
Q1 		$2.67M Buy
9,081
+29
+0.3% +$8.8K 0.99% 23
2025
Q4 		$2.92M Buy
9,052
+145
+2% +$44.9K 1.09% 20
2025
Q3 		$2.81M Buy
8,907
+17
+0.2% +$5.06K 1.08% 21
2025
Q2 		$2.58M Sell
8,890
-562
-6% -$143K 1.09% 20
2025
Q1 		$2.32M Buy
9,452
+217
+2% +$55.3K 1.08% 20
2024
Q4 		$2.21M Sell
9,235
-22
-0.2% -$5.12K 1.03% 18
2024
Q3 		$1.95M Sell
9,257
-477
-5% -$100K 0.95% 18
2024
Q2 		$1.97M Sell
9,734
-260
-3% -$50.8K 1% 18
2024
Q1 		$1.95M Sell
9,994
-2
-0% -$361 1.09% 18
2023
Q4 		$1.67M Sell
9,996
-118
-1% -$17.9K 1.04% 17
2023
Q3 		$1.47M Buy
10,114
+2,912
+40% +$437K 1.26% 16
2023
Q2 		$1.05M Sell
7,202
-429
-6% -$59K 1.04% 22
2023
Q1 		$994K Buy
7,631
+35
+0.5% +$4.8K 0.99% 21
2022
Q4 		$1.07M Buy
+7,596
New +$962K 1.17% 20

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

Strait & Sound Wealth Management's JPM Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its JPMorgan Chase (JPM) stake by 8.1% in Q2 2026, selling an estimated $228K and leaving 8,348 shares worth $2.73M. The position accounts for 0.96% of the portfolio, ranked #23.

Strait & Sound Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.92M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Strait & Sound Wealth Management held 8,348 shares of JPMorgan Chase worth $2.73M as of Q2 2026.
  • Strait & Sound Wealth Management sold 733 JPMorgan Chase shares in Q2 2026, an estimated $228K.
  • JPMorgan Chase made up 0.96% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Strait & Sound Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's JPMorgan Chase position peaked at $2.92M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.