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 Q2	$30.1K	Buy	92 +16	+21%	+$4.97K	0.12%	111
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Strategic Advocates's JPM Position: Q2 2026 in Review

Strategic Advocates increased its JPMorgan Chase (JPM) stake by 21% in Q2 2026, buying an estimated $4.97K and bringing the position to 92 shares worth $30.1K. The position accounts for 0.12% of the portfolio, ranked #111.

Strategic Advocates first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $878K in Q3 2025. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Strategic Advocates held 92 shares of JPMorgan Chase worth $30.1K as of Q2 2026.
Strategic Advocates bought 16 JPMorgan Chase shares in Q2 2026, an estimated $4.97K.
JPMorgan Chase made up 0.12% of Strategic Advocates's portfolio in Q2 2026, its #111 holding.
Strategic Advocates first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Strategic Advocates's JPMorgan Chase position peaked at $878K in Q3 2025.
5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.