SB
JPM icon

Strategic Blueprint’s JPMorgan Chase JPM Stock Holding History

Strategic Blueprint’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 		$7.44M Sell
25,294
-414
-2% -$126K 0.43% 63
2025
Q4 		$8.28M Sell
25,708
-6,110
-19% -$1.89M 0.49% 50
2025
Q3 		$10M Buy
31,818
+3,133
+11% +$932K 0.44% 55
2025
Q2 		$8.32M Sell
28,685
-7,018
-20% -$1.79M 0.41% 62
2025
Q1 		$8.76M Buy
35,703
+2,041
+6% +$520K 0.48% 51
2024
Q4 		$8.07M Buy
33,662
+173
+0.5% +$40.3K 0.48% 46
2024
Q3 		$7.06M Sell
33,489
-1,441
-4% -$304K 0.44% 53
2024
Q2 		$7.06M Sell
34,930
-811
-2% -$159K 0.48% 51
2024
Q1 		$7.16M Buy
35,741
+1,489
+4% +$269K 0.51% 48
2023
Q4 		$5.83M Buy
34,252
+24
+0.1% +$3.64K 0.48% 48
2023
Q3 		$4.96M Buy
34,228
+1,008
+3% +$151K 0.46% 48
2023
Q2 		$4.83M Buy
33,220
+289
+0.9% +$39.7K 0.46% 52
2023
Q1 		$4.29M Buy
32,931
+595
+2% +$81.5K 0.44% 52
2022
Q4 		$4.34M Buy
32,336
+1,092
+3% +$138K 0.5% 44
2022
Q3 		$3.27M Buy
31,244
+1,580
+5% +$181K 0.39% 59
2022
Q2 		$3.34M Sell
29,664
-108
-0.4% -$13.4K 0.41% 58
2022
Q1 		$4.06M Buy
29,772
+1,162
+4% +$172K 0.47% 49
2021
Q4 		$4.53M Buy
28,610
+8,987
+46% +$1.48M 0.57% 38
2021
Q3 		$3.21M Buy
19,623
+2,346
+14% +$368K 0.5% 49
2021
Q2 		$2.69M Buy
17,277
+1,710
+11% +$269K 0.42% 53
2021
Q1 		$2.37M Buy
15,567
+2,094
+16% +$301K 0.5% 53
2020
Q4 		$1.71M Buy
13,473
+3,825
+40% +$428K 0.43% 55
2020
Q3 		$929K Buy
9,648
+1,328
+16% +$130K 0.29% 75
2020
Q2 		$783K Sell
8,320
-11,568
-58% -$1.1M 0.28% 78
2020
Q1 		$1.79M Buy
19,888
+2,947
+17% +$358K 1.05% 29
2019
Q4 		$2.36M Sell
16,941
-227
-1% -$29.1K 1.62% 17
2019
Q3 		$2.02M Buy
17,168
+412
+2% +$46.6K 1.52% 23
2019
Q2 		$1.87M Sell
16,756
-261
-2% -$28.8K 1.6% 22
2019
Q1 		$1.72M Sell
17,017
-424
-2% -$43.7K 1.56% 24
2018
Q4 		$1.7M Buy
+17,441
New +$1.86M 2.47% 15

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 Blueprint's JPM Position: Q1 2026 in Review

Strategic Blueprint reduced its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, selling an estimated $126K and leaving 25,294 shares worth $7.44M. The position accounts for 0.43% of the portfolio, ranked #63.

Strategic Blueprint first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $10M in Q3 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Strategic Blueprint held 25,294 shares of JPMorgan Chase worth $7.44M as of Q1 2026.
  • Strategic Blueprint sold 414 JPMorgan Chase shares in Q1 2026, an estimated $126K.
  • JPMorgan Chase made up 0.43% of Strategic Blueprint's portfolio in Q1 2026, its #63 holding.
  • Strategic Blueprint first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Strategic Blueprint's JPMorgan Chase position peaked at $10M in Q3 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.