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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

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return