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 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 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

Strata Wealth Advisors's JPM Position: Q1 2026 in Review

Strata Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 2.4% in Q1 2026, selling an estimated $11.5K and leaving 1,572 shares worth $462K. The position accounts for 0.13% of the portfolio, ranked #55.

Strata Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 12 quarters since. The position peaked at $519K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Strata Wealth Advisors held 1,572 shares of JPMorgan Chase worth $462K as of Q1 2026.
Strata Wealth Advisors sold 38 JPMorgan Chase shares in Q1 2026, an estimated $11.5K.
JPMorgan Chase made up 0.13% of Strata Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Strata Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 12 quarters since.
Strata Wealth Advisors's JPMorgan Chase position peaked at $519K in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.