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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
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

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

Strata Wealth Advisors's JPM Position: Q2 2026 in Review

Strata Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 21% in Q2 2026, selling an estimated $101K and leaving 1,246 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #62.

Strata Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $519K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Strata Wealth Advisors held 1,246 shares of JPMorgan Chase worth $408K as of Q2 2026.
  • Strata Wealth Advisors sold 326 JPMorgan Chase shares in Q2 2026, an estimated $101K.
  • JPMorgan Chase made up 0.1% of Strata Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Strata Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
  • Strata Wealth Advisors's JPMorgan Chase position peaked at $519K in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.