Strategic Financial Services’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
Q1 | $7.29M | Sell |
24,789
-61
| -0.2% | -$18.5K | 0.35% | 26 |
|
|
2025
Q4 | $8.01M | Sell |
24,850
-1,119
| -4% | -$346K | 0.37% | 26 |
|
|
2025
Q3 | $8.19M | Sell |
25,969
-551
| -2% | -$164K | 0.41% | 26 |
|
|
2025
Q2 | $7.69M | Sell |
26,520
-535
| -2% | -$137K | 0.41% | 25 |
|
|
2025
Q1 | $6.64M | Sell |
27,055
-1,308
| -5% | -$333K | 0.39% | 24 |
|
|
2024
Q4 | $6.8M | Sell |
28,363
-377
| -1% | -$87.8K | 0.41% | 25 |
|
|
2024
Q3 | $6.06M | Buy |
28,740
+250
| +0.9% | +$52.7K | 0.36% | 23 |
|
|
2024
Q2 | $5.76M | Buy |
28,490
+374
| +1% | +$73.1K | 0.36% | 23 |
|
|
2024
Q1 | $5.63M | Sell |
28,116
-799
| -3% | -$144K | 0.36% | 22 |
|
|
2023
Q4 | $4.92M | Sell |
28,915
-451
| -2% | -$68.3K | 0.35% | 22 |
|
|
2023
Q3 | $4.26M | Sell |
29,366
-728
| -2% | -$109K | 0.33% | 24 |
|
|
2023
Q2 | $4.63M | Sell |
30,094
-51
| -0.2% | -$7.01K | 0.35% | 24 |
|
|
2023
Q1 | $3.93M | Sell |
30,145
-996
| -3% | -$136K | 0.3% | 24 |
|
|
2022
Q4 | $4.18M | Sell |
31,141
-2,755
| -8% | -$349K | 0.33% | 23 |
|
|
2022
Q3 | $3.54M | Sell |
33,896
-444
| -1% | -$51K | 0.31% | 25 |
|
|
2022
Q2 | $3.87M | Sell |
34,340
-853
| -2% | -$106K | 0.33% | 24 |
|
|
2022
Q1 | $4.8M | Sell |
35,193
-535
| -1% | -$79K | 0.36% | 22 |
|
|
2021
Q4 | $5.66M | Sell |
35,728
-1,434
| -4% | -$235K | 0.42% | 24 |
|
|
2021
Q3 | $6.08M | Sell |
37,162
-752
| -2% | -$118K | 0.48% | 21 |
|
|
2021
Q2 | $5.9M | Sell |
37,914
-1,919
| -5% | -$301K | 0.47% | 20 |
|
|
2021
Q1 | $6.06M | Sell |
39,833
-6,225
| -14% | -$896K | 0.51% | 20 |
|
|
2020
Q4 | $5.85M | Sell |
46,058
-4,815
| -9% | -$538K | 0.52% | 24 |
|
|
2020
Q3 | $4.9M | Sell |
50,873
-6,563
| -11% | -$644K | 0.5% | 26 |
|
|
2020
Q2 | $5.4M | Sell |
57,436
-22,197
| -28% | -$2.11M | 0.6% | 23 |
|
|
2020
Q1 | $7.17M | Buy |
79,633
+12,316
| +18% | +$1.5M | 0.96% | 21 |
|
|
2019
Q4 | $9.38M | Sell |
67,317
-12,201
| -15% | -$1.56M | 1.08% | 21 |
|
|
2019
Q3 | $9.36M | Sell |
79,518
-1,665
| -2% | -$188K | 1.2% | 20 |
|
|
2019
Q2 | $9.08M | Sell |
81,183
-1,274
| -2% | -$140K | 1.2% | 18 |
|
|
2019
Q1 | $8.35M | Sell |
82,457
-1,905
| -2% | -$196K | 1.15% | 18 |
|
|
2018
Q4 | $8.23M | Buy |
84,362
+7,841
| +10% | +$835K | 1.29% | 15 |
|
|
2018
Q3 | $8.63M | Sell |
76,521
-3,620
| -5% | -$411K | 1.29% | 12 |
|
|
2018
Q2 | $8.35M | Buy |
80,141
+693
| +0.9% | +$76K | 1.29% | 11 |
|
|
2018
Q1 | $8.74M | Sell |
79,448
-643
| -0.8% | -$72.8K | 1.42% | 10 |
|
|
2017
Q4 | $8.56M | Sell |
80,091
-1,545
| -2% | -$156K | 1.35% | 10 |
|
|
2017
Q3 | $7.8M | Sell |
81,636
-1,115
| -1% | -$103K | 1.29% | 10 |
|
|
2017
Q2 | $7.56M | Buy |
82,751
+5,473
| +7% | +$472K | 1.32% | 9 |
|
|
2017
Q1 | $6.79M | Sell |
77,278
-55
| -0.1% | -$4.85K | 1.23% | 10 |
|
|
2016
Q4 | $6.67M | Sell |
77,333
-1,572
| -2% | -$120K | 1.28% | 11 |
|
|
2016
Q3 | $5.25M | Sell |
78,905
-820
| -1% | -$53.5K | 1.04% | 13 |
|
|
2016
Q2 | $5.1M | Buy |
79,725
+165
| +0.2% | +$10.3K | 1.02% | 14 |
|
|
2016
Q1 | $4.71M | Buy |
79,560
+5,503
| +7% | +$321K | 1.1% | 13 |
|
|
2015
Q4 | $4.89M | Buy |
74,057
+1,655
| +2% | +$108K | 1.28% | 16 |
|
|
2015
Q3 | $4.41M | Buy |
72,402
+2,000
| +3% | +$131K | 1.22% | 15 |
|
|
2015
Q2 | $4.77M | Sell |
70,402
-720
| -1% | -$47K | 1.34% | 13 |
|
|
2015
Q1 | $4.31M | Sell |
71,122
-502
| -0.7% | -$29.7K | 1.11% | 18 |
|
|
2014
Q4 | $4.48M | Buy |
71,624
+1,237
| +2% | +$74.4K | 1.22% | 16 |
|
|
2014
Q3 | $4.24M | Buy |
70,387
+1,290
| +2% | +$75.4K | 1.18% | 16 |
|
|
2014
Q2 | $3.98M | Buy |
69,097
+11,485
| +20% | +$646K | 1.1% | 19 |
|
|
2014
Q1 | $3.5M | Buy |
57,612
+3,060
| +6% | +$177K | 1.02% | 26 |
|
|
2013
Q4 | $3.19M | Sell |
54,552
-725
| -1% | -$39.7K | 1.01% | 25 |
|
|
2013
Q3 | $2.86M | Sell |
55,277
-285
| -0.5% | -$15.3K | 0.96% | 29 |
|
|
2013
Q2 | $2.93M | Buy |
+55,562
| New | +$2.82M | 1.04% | 24 |
|
Other funds holding JPM
VCM
VPM
Strategic Financial Services's JPM Position: Q1 2026 in Review
Strategic Financial Services reduced its JPMorgan Chase (JPM) stake by 0.25% in Q1 2026, selling an estimated $18.5K and leaving 24,789 shares worth $7.29M. The position accounts for 0.35% of the portfolio, ranked #26.
Strategic Financial Services first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.38M in Q4 2019. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Strategic Financial Services held 24,789 shares of JPMorgan Chase worth $7.29M as of Q1 2026.
- Strategic Financial Services sold 61 JPMorgan Chase shares in Q1 2026, an estimated $18.5K.
- JPMorgan Chase made up 0.35% of Strategic Financial Services's portfolio in Q1 2026, its #26 holding.
- Strategic Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Strategic Financial Services's JPMorgan Chase position peaked at $9.38M in Q4 2019.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.