Strata Wealth Advisors
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Strata Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Strata Wealth Advisors’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
Q3 		$453K Buy
1,370
+124
+10% +$43.4K 0.11% 60
2026
Q2 		$408K Sell
1,246
-326
-21% -$101K 0.1% 62
2026
Q1 		$462K Sell
1,572
-38
-2% -$11.5K 0.13% 55
2025
Q4 		$519K Buy
1,610
+36
+2% +$11.1K 0.14% 49
2025
Q3 		$497K Buy
1,574
+13
+0.8% +$3.87K 0.13% 58
2025
Q2 		$453K Buy
1,561
+223
+17% +$56.9K 0.12% 51
2025
Q1 		$328K Buy
1,338
+10
+0.8% +$2.55K 0.1% 59
2024
Q4 		$318K Buy
1,328
+48
+4% +$11.2K 0.1% 62
2024
Q3 		$270K Buy
1,280
+77
+6% +$16.2K 0.09% 64
2024
Q2 		$243K Buy
1,203
+120
+11% +$23.5K 0.08% 67
2024
Q1 		$217K Sell
1,083
-96
-8% -$17.3K 0.08% 71
2023
Q4 		$200K Buy
+1,179
New +$179K 0.08% 67
2023
Q1 		$215K Sell
1,648
-65
-4% -$8.91K 0.11% 51
2022
Q4 		$230K Buy
+1,713
New +$217K 0.13% 45

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Strata Wealth Advisors's JPM Position: Q3 2026 in Review

Strata Wealth Advisors increased its JPMorgan Chase (JPM) stake by 10% in Q3 2026, buying an estimated $43.4K and bringing the position to 1,370 shares worth $453K. The position accounts for 0.11% of the portfolio, ranked #60.

Strata Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $519K in Q4 2025. 2,182 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Strata Wealth Advisors held 1,370 shares of JPMorgan Chase worth $453K as of Q3 2026.
  • Strata Wealth Advisors bought 124 JPMorgan Chase shares in Q3 2026, an estimated $43.4K.
  • JPMorgan Chase made up 0.11% of Strata Wealth Advisors's portfolio in Q3 2026, its #60 holding.
  • Strata Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Strata Wealth Advisors's JPMorgan Chase position peaked at $519K in Q4 2025.
  • 2,182 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.