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Strategic Investment Solutions’s JPMorgan Chase JPM Stock Holding History

Strategic Investment Solutions’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 		$817K Buy
2,497
+864
+53% +$268K 0.19% 81
2026
Q1 		$480K Sell
1,633
-20
-1% -$6.07K 0.12% 98
2025
Q4 		$533K Buy
1,653
+1
+0.1% +$310 0.13% 88
2025
Q3 		$521K Sell
1,652
-88
-5% -$26.2K 0.14% 92
2025
Q2 		$505K Sell
1,740
-579
-25% -$148K 0.15% 86
2025
Q1 		$569K Buy
2,319
+319
+16% +$81.3K 0.17% 67
2024
Q4 		$437K Buy
2,000
+75
+4% +$17.5K 0.15% 73
2024
Q3 		$406K Hold
1,925
– – 0.12% 75
2024
Q2 		$399K Buy
+1,925
New +$376K 0.13% 70
2023
Q4 		$383K Sell
2,251
-87,111
-97% -$13.2M 0.07% 129
2023
Q3 		$13.4M Buy
89,362
+87,964
+6,292% +$13.2M 0.17% 81
2023
Q2 		$192K Sell
1,398
-775
-36% -$107K 0.04% 148
2023
Q1 		$283K Sell
2,173
-250
-10% -$34.3K 0.06% 143
2022
Q4 		$337K Buy
+2,423
New +$307K 0.17% 67

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 Investment Solutions's JPM Position: Q2 2026 in Review

Strategic Investment Solutions increased its JPMorgan Chase (JPM) stake by 53% in Q2 2026, buying an estimated $268K and bringing the position to 2,497 shares worth $817K. The position accounts for 0.19% of the portfolio, ranked #81.

Strategic Investment Solutions first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.4M in Q3 2023. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Strategic Investment Solutions held 2,497 shares of JPMorgan Chase worth $817K as of Q2 2026.
  • Strategic Investment Solutions bought 864 JPMorgan Chase shares in Q2 2026, an estimated $268K.
  • JPMorgan Chase made up 0.19% of Strategic Investment Solutions's portfolio in Q2 2026, its #81 holding.
  • Strategic Investment Solutions first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's JPMorgan Chase position peaked at $13.4M in Q3 2023.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.