Strategic Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.5M | Sell |
38,119
-295
| -0.8% | -$91.6K | 2.73% | 8 |
|
|
2026
Q1 | $11.3M | Sell |
38,414
-679
| -2% | -$206K | 1.88% | 9 |
|
|
2025
Q4 | $12.6M | Buy |
39,093
+345
| +0.9% | +$107K | 1.97% | 9 |
|
|
2025
Q3 | $12.2M | Buy |
38,748
+425
| +1% | +$126K | 1.96% | 9 |
|
|
2025
Q2 | $11.1M | Sell |
38,323
-709
| -2% | -$181K | 2.19% | 9 |
|
|
2025
Q1 | $9.57M | Sell |
39,032
-3,813
| -9% | -$972K | 1.84% | 12 |
|
|
2024
Q4 | $10.3M | Buy |
42,845
+2,714
| +7% | +$632K | 1.85% | 10 |
|
|
2024
Q3 | $8.46M | Sell |
40,131
-880
| -2% | -$185K | 1.58% | 13 |
|
|
2024
Q2 | $8.29M | Sell |
41,011
-1,803
| -4% | -$352K | 1.61% | 13 |
|
|
2024
Q1 | $8.58M | Sell |
42,814
-1,545
| -3% | -$279K | 1.69% | 12 |
|
|
2023
Q4 | $7.55M | Buy |
44,359
+445
| +1% | +$67.4K | 1.43% | 15 |
|
|
2023
Q3 | $6.37M | Buy |
43,914
+1,720
| +4% | +$258K | 1.26% | 18 |
|
|
2023
Q2 | $6.14M | Sell |
42,194
-1,909
| -4% | -$263K | 1.17% | 19 |
|
|
2023
Q1 | $5.75M | Sell |
44,103
-481
| -1% | -$65.9K | 1.16% | 22 |
|
|
2022
Q4 | $5.98M | Sell |
44,584
-201
| -0.4% | -$25.5K | 1.33% | 20 |
|
|
2022
Q3 | $4.68M | Buy |
44,785
+516
| +1% | +$59.2K | 1.04% | 27 |
|
|
2022
Q2 | $4.99M | Buy |
44,269
+915
| +2% | +$113K | 1.04% | 28 |
|
|
2022
Q1 | $5.91M | Sell |
43,354
-1,993
| -4% | -$294K | 1.03% | 30 |
|
|
2021
Q4 | $7.18M | Buy |
45,347
+2,031
| +5% | +$334K | 1.02% | 23 |
|
|
2021
Q3 | $7.09M | Buy |
43,316
+1,195
| +3% | +$187K | 1.53% | 13 |
|
|
2021
Q2 | $6.55M | Buy |
42,121
+788
| +2% | +$124K | 1.7% | 15 |
|
|
2021
Q1 | $6.29M | Sell |
41,333
-875
| -2% | -$126K | 1.83% | 15 |
|
|
2020
Q4 | $5.73M | Sell |
42,208
-4,819
| -10% | -$539K | 1.66% | 17 |
|
|
2020
Q3 | $4.66M | Sell |
47,027
-3,458
| -7% | -$340K | 1.56% | 14 |
|
|
2020
Q2 | $4.98M | Buy |
50,485
+2,544
| +5% | +$241K | 1.86% | 14 |
|
|
2020
Q1 | $4.52M | Sell |
47,941
-893
| -2% | -$108K | 1.97% | 15 |
|
|
2019
Q4 | $6.81M | Buy |
48,834
+46
| +0.1% | +$5.9K | 2.37% | 8 |
|
|
2019
Q3 | $5.74M | Buy |
48,788
+695
| +1% | +$78.6K | 2.15% | 11 |
|
|
2019
Q2 | $5.38M | Buy |
48,093
+1,163
| +2% | +$128K | 2.05% | 11 |
|
|
2019
Q1 | $4.75M | Buy |
46,930
+3,202
| +7% | +$330K | 1.84% | 15 |
|
|
2018
Q4 | $4.27M | Buy |
43,728
+164
| +0.4% | +$17.5K | 1.86% | 14 |
|
|
2018
Q3 | $4.92M | Buy |
43,564
+2,247
| +5% | +$255K | 1.8% | 14 |
|
|
2018
Q2 | $4.3M | Buy |
41,317
+1,626
| +4% | +$178K | 1.73% | 14 |
|
|
2018
Q1 | $4.37M | Buy |
39,691
+2,066
| +5% | +$234K | 1.81% | 16 |
|
|
2017
Q4 | $4.02M | Buy |
37,625
+8,087
| +27% | +$819K | 1.64% | 19 |
|
|
2017
Q3 | $2.82M | Buy |
29,538
+4,252
| +17% | +$392K | 1.22% | 26 |
|
|
2017
Q2 | $2.31M | Sell |
25,286
-2,414
| -9% | -$208K | 1.06% | 30 |
|
|
2017
Q1 | $2.43M | Buy |
27,700
+3,278
| +13% | +$289K | 1.15% | 25 |
|
|
2016
Q4 | $2.11M | Buy |
24,422
+655
| +3% | +$49.9K | 1.11% | 28 |
|
|
2016
Q3 | $1.58M | Buy |
23,767
+1,062
| +5% | +$69.2K | 0.89% | 39 |
|
|
2016
Q2 | $1.41M | Sell |
22,705
-1,653
| -7% | -$103K | 0.81% | 45 |
|
|
2016
Q1 | $1.44M | Buy |
24,358
+1,276
| +6% | +$74.5K | 0.82% | 44 |
|
|
2015
Q4 | $1.52M | Buy |
23,082
+644
| +3% | +$41.9K | 1% | 31 |
|
|
2015
Q3 | $1.37M | Buy |
22,438
+12
| +0.1% | +$786 | 0.95% | 33 |
|
|
2015
Q2 | $1.52M | Buy |
22,426
+13,465
| +150% | +$879K | 0.97% | 30 |
|
|
2015
Q1 | $516K | Buy |
8,961
+90
| +1% | +$5.33K | 0.33% | 92 |
|
|
2014
Q4 | $555K | Hold |
8,871
| – | – | 0.36% | 92 |
|
|
2014
Q3 | $534K | Sell |
8,871
-90
| -1% | -$5.26K | 0.35% | 85 |
|
|
2014
Q2 | $516K | Sell |
8,961
-588
| -6% | -$33.1K | 0.33% | 92 |
|
|
2014
Q1 | $580K | Buy |
9,549
+239
| +3% | +$13.8K | 0.39% | 83 |
|
|
2013
Q4 | $544K | Buy |
9,310
+1,527
| +20% | +$83.7K | 0.37% | 87 |
|
|
2013
Q3 | $402K | Buy |
7,783
+180
| +2% | +$9.65K | 0.33% | 88 |
|
|
2013
Q2 | $399K | Buy |
+7,603
| New | +$387K | 0.36% | 82 |
|
Other funds holding JPM
Strategic Advisors's JPM Position: Q2 2026 in Review
Strategic Advisors reduced its JPMorgan Chase (JPM) stake by 0.77% in Q2 2026, selling an estimated $91.6K and leaving 38,119 shares worth $12.5M. The position accounts for 2.73% of the portfolio, ranked #8.
Strategic Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.6M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Strategic Advisors held 38,119 shares of JPMorgan Chase worth $12.5M as of Q2 2026.
- Strategic Advisors sold 295 JPMorgan Chase shares in Q2 2026, an estimated $91.6K.
- JPMorgan Chase made up 2.73% of Strategic Advisors's portfolio in Q2 2026, its #8 holding.
- Strategic Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Strategic Advisors's JPMorgan Chase position peaked at $12.6M in Q4 2025.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.