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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
Q2 		$20.9M Sell
63,927
-6,834
-10% -$2.12M 2.54% 10
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 $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 Wealth Investment Group's JPM Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its JPMorgan Chase (JPM) stake by 9.7% in Q2 2026, selling an estimated $2.12M and leaving 63,927 shares worth $20.9M. The position accounts for 2.54% of the portfolio, ranked #10.

Strategic Wealth Investment Group first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $31.7M in Q3 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Strategic Wealth Investment Group held 63,927 shares of JPMorgan Chase worth $20.9M as of Q2 2026.
  • Strategic Wealth Investment Group sold 6,834 JPMorgan Chase shares in Q2 2026, an estimated $2.12M.
  • JPMorgan Chase made up 2.54% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #10 holding.
  • Strategic Wealth Investment Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Strategic Wealth Investment Group's JPMorgan Chase position peaked at $31.7M in Q3 2025.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.