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Strategic Financial Concepts’s JPMorgan Chase JPM Stock Holding History

Strategic Financial Concepts’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 		– Sell
-1,442
Closed -$421K – 278
2026
Q1 		$421K Buy
1,442
+158
+12% +$48K 0.1% 176
2025
Q4 		$414K Sell
1,284
-1,605
-56% -$497K 0.38% 68
2025
Q3 		$911K Sell
2,889
-254
-8% -$75.5K 0.13% 86
2025
Q2 		$860K Buy
3,143
+793
+34% +$202K 0.12% 98
2025
Q1 		$554K Buy
2,350
+64
+3% +$16.3K 0.1% 182
2024
Q4 		$548K Buy
2,286
+1,248
+120% +$291K 0.11% 172
2024
Q3 		$219K Sell
1,038
-189,911
-99% -$40M 0.07% 224
2024
Q2 		$349K Buy
190,949
+188,987
+9,632% +$36.9M 0.2% 98
2024
Q1 		$393K Buy
+1,962
New +$354K 0.09% 191
2023
Q4 		– Sell
-2,193
Closed -$318K – 208
2023
Q3 		$318K Buy
2,193
+185
+9% +$27.7K 0.11% 168
2023
Q2 		$292K Buy
2,008
+186
+10% +$25.6K 0.11% 176
2023
Q1 		$237K Buy
+1,822
New +$250K 0.1% 191

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Strategic Financial Concepts's JPM Position: Q2 2026 in Review

Strategic Financial Concepts sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,442 shares — an estimated $421K sold.

Strategic Financial Concepts first reported a position in JPM in Q1 2023 and held it in 12 quarters. The position peaked at $911K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Strategic Financial Concepts reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,442 JPMorgan Chase shares in Q2 2026, an estimated $421K.
  • Strategic Financial Concepts first reported a position in JPMorgan Chase in Q1 2023 and held it in 12 quarters.
  • Strategic Financial Concepts's JPMorgan Chase position peaked at $911K in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.