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Strategic Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Strategic Investment Advisors’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 		$6.58M Buy
22,360
+3,553
+19% +$1.08M 0.45% 42
2025
Q4 		$6.06M Sell
18,807
-263
-1% -$81.4K 0.52% 40
2025
Q3 		$6.01M Sell
19,070
-1,284
-6% -$382K 0.54% 40
2025
Q2 		$5.88M Sell
20,354
-1,124
-5% -$287K 0.57% 35
2025
Q1 		$5.27M Sell
21,478
-1,401
-6% -$357K 0.56% 39
2024
Q4 		$5.48M Sell
22,879
-584
-2% -$136K 0.58% 38
2024
Q3 		$4.95M Buy
23,463
+351
+2% +$73.9K 0.54% 38
2024
Q2 		$4.67M Buy
23,112
+8,964
+63% +$1.75M 0.57% 35
2024
Q1 		$2.83M Sell
14,148
-153
-1% -$27.6K 0.36% 45
2023
Q4 		$2.43M Buy
14,301
+3,276
+30% +$496K 0.35% 48
2023
Q3 		$1.6M Buy
+11,025
New +$1.65M 0.26% 56
2023
Q2 		– Sell
-13,639
Closed -$1.78M – 216
2023
Q1 		$1.78M Buy
13,639
+1,099
+9% +$151K 0.32% 48
2022
Q4 		$1.68M Buy
12,540
+1,879
+18% +$238K 0.35% 53
2022
Q3 		$1.11M Sell
10,661
-5,307
-33% -$609K 0.25% 68
2022
Q2 		$1.8M Buy
15,968
+4,157
+35% +$515K 0.36% 46
2022
Q1 		$1.61M Buy
11,811
+345
+3% +$50.9K 0.3% 57
2021
Q4 		$1.82M Buy
11,466
+1,075
+10% +$177K 0.35% 55
2021
Q3 		$1.7M Sell
10,391
-233
-2% -$36.5K 0.37% 54
2021
Q2 		$1.65M Buy
10,624
+2,395
+29% +$376K 0.38% 55
2021
Q1 		$1.25M Sell
8,229
-279
-3% -$40.1K 0.33% 68
2020
Q4 		$1.08M Sell
8,508
-422
-5% -$47.2K 0.31% 68
2020
Q3 		$832K Buy
8,930
+1,990
+29% +$195K 0.28% 67
2020
Q2 		$653K Buy
6,940
+166
+2% +$15.8K 0.25% 73
2020
Q1 		$610K Buy
6,774
+180
+3% +$21.9K 0.28% 69
2019
Q4 		$919K Buy
6,594
+1,958
+42% +$251K 0.38% 57
2019
Q3 		$546K Buy
4,636
+2,259
+95% +$256K 0.26% 70
2019
Q2 		$260K Buy
2,377
+55
+2% +$6.06K 0.14% 114
2019
Q1 		$235K Buy
2,322
+234
+11% +$24.1K 0.16% 113
2018
Q4 		$204K Buy
+2,088
New +$222K 0.18% 109

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 Investment Advisors's JPM Position: Q1 2026 in Review

Strategic Investment Advisors increased its JPMorgan Chase (JPM) stake by 19% in Q1 2026, buying an estimated $1.08M and bringing the position to 22,360 shares worth $6.58M. The position accounts for 0.45% of the portfolio, ranked #42.

Strategic Investment Advisors first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Strategic Investment Advisors held 22,360 shares of JPMorgan Chase worth $6.58M as of Q1 2026.
  • Strategic Investment Advisors bought 3,553 JPMorgan Chase shares in Q1 2026, an estimated $1.08M.
  • JPMorgan Chase made up 0.45% of Strategic Investment Advisors's portfolio in Q1 2026, its #42 holding.
  • Strategic Investment Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.