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Strategic Advocates’s JPMorgan Chase JPM Stock Holding History

Strategic Advocates’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 		$22.4K Sell
76
-2,489
-97% -$755K 0.1% 124
2025
Q4 		$830K Sell
2,565
-217
-8% -$67.2K 0.21% 57
2025
Q3 		$878K Buy
2,782
+49
+2% +$14.6K 0.23% 54
2025
Q2 		$792K Buy
2,733
+456
+20% +$116K 0.24% 63
2025
Q1 		$559K Sell
2,277
-353
-13% -$90K 0.19% 65
2024
Q4 		$630K Buy
2,630
+173
+7% +$40.3K 0.21% 59
2024
Q3 		$518K Buy
+2,457
New +$518K 0.19% 73

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Advocates's JPM Position: Q1 2026 in Review

Strategic Advocates reduced its JPMorgan Chase (JPM) stake by 97% in Q1 2026, selling an estimated $755K and leaving 76 shares worth $22.4K. The position accounts for 0.1% of the portfolio, ranked #124.

Strategic Advocates first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $878K in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Strategic Advocates held 76 shares of JPMorgan Chase worth $22.4K as of Q1 2026.
  • Strategic Advocates sold 2,489 JPMorgan Chase shares in Q1 2026, an estimated $755K.
  • JPMorgan Chase made up 0.1% of Strategic Advocates's portfolio in Q1 2026, its #124 holding.
  • Strategic Advocates first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • Strategic Advocates's JPMorgan Chase position peaked at $878K in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.