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Strategic Wealth Investment Group’s JPMorgan Chase JPM Stock Holding History

Strategic Wealth Investment Group’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 		$20.8M Buy
70,761
+550
+0.8% +$167K 2.64% 10
2025
Q4 		$22.6M Sell
70,211
-30,274
-30% -$9.37M 2.78% 10
2025
Q3 		$31.7M Buy
100,485
+94,091
+1,472% +$28M 2.67% 12
2025
Q2 		$1.85M Buy
6,394
+381
+6% +$97.2K 2.68% 12
2025
Q1 		$1.47M Sell
6,013
-97,521
-94% -$24.9M 2.57% 10
2024
Q4 		$24.8M Buy
103,534
+1,886
+2% +$439K 2.74% 13
2024
Q3 		$21M Buy
101,648
+28,780
+39% +$6.06M 2.25% 13
2024
Q2 		$15M Buy
+72,868
New +$14.2M 1.89% 15
2023
Q4 		$13.2M Buy
77,436
+5,916
+8% +$897K 1.98% 16
2023
Q3 		$10.4M Sell
71,520
-5,231
-7% -$784K 1.88% 15
2023
Q2 		$11.2M Buy
76,751
+11,172
+17% +$1.54M 1.77% 16
2023
Q1 		$8.55M Buy
65,579
+6,943
+12% +$951K 1.59% 20
2022
Q4 		$8.01M Buy
58,636
+7,453
+15% +$944K 1.85% 17
2022
Q3 		$5.35M Buy
51,183
+5,710
+13% +$655K 1.54% 16
2022
Q2 		$5.12M Buy
45,473
+9,173
+25% +$1.14M 1.28% 16
2022
Q1 		$4.95M Buy
36,300
+6,237
+21% +$921K 1.18% 24
2021
Q4 		$4.76M Buy
30,063
+4,847
+19% +$796K 1.24% 21
2021
Q3 		$4.12M Buy
25,216
+5,654
+29% +$886K 1.23% 22
2021
Q2 		$3.04M Buy
19,562
+3,973
+25% +$624K 1.08% 24
2021
Q1 		$2.37M Buy
15,589
+1,220
+8% +$176K 1.14% 23
2020
Q4 		$1.83M Buy
14,369
+663
+5% +$74.1K 1.07% 25
2020
Q3 		$1.32M Buy
13,706
+734
+6% +$72.1K 0.99% 30
2020
Q2 		$1.22M Buy
12,972
+3,287
+34% +$312K 1.2% 23
2020
Q1 		$872K Sell
9,685
-1,005
-9% -$122K 1.42% 22
2019
Q4 		$1.49M Buy
+10,690
New +$1.37M 1.55% 19

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 Wealth Investment Group's JPM Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its JPMorgan Chase (JPM) stake by 0.78% in Q1 2026, buying an estimated $167K and bringing the position to 70,761 shares worth $20.8M. The position accounts for 2.64% of the portfolio, ranked #10.

Strategic Wealth Investment Group first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. The position peaked at $31.7M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Strategic Wealth Investment Group held 70,761 shares of JPMorgan Chase worth $20.8M as of Q1 2026.
  • Strategic Wealth Investment Group bought 550 JPMorgan Chase shares in Q1 2026, an estimated $167K.
  • JPMorgan Chase made up 2.64% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #10 holding.
  • Strategic Wealth Investment Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's JPMorgan Chase position peaked at $31.7M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.