Strategic Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.8M | Buy |
63,666
+3,549
| +6% | +$1.1M | 1.29% | 15 |
|
|
2026
Q1 | $17.7M | Sell |
60,117
-1,884
| -3% | -$572K | 1.23% | 17 |
|
|
2025
Q4 | $20M | Buy |
62,001
+9,755
| +19% | +$3.02M | 1.37% | 14 |
|
|
2025
Q3 | $16.5M | Sell |
52,246
-9,915
| -16% | -$2.95M | 1.23% | 15 |
|
|
2025
Q2 | $18M | Buy |
+62,161
| New | +$15.9M | 1.42% | 13 |
|
|
2024
Q4 | $16.4M | Buy |
59,329
+7,143
| +14% | +$1.66M | 1.36% | 13 |
|
|
2024
Q3 | $11M | Buy |
52,186
+3,064
| +6% | +$645K | 1.06% | 19 |
|
|
2024
Q2 | $9.94M | Sell |
49,122
-5,282
| -10% | -$1.03M | 1.04% | 20 |
|
|
2024
Q1 | $10.9M | Buy |
54,404
+2,698
| +5% | +$487K | 1.2% | 15 |
|
|
2023
Q4 | $8.8M | Buy |
51,706
+8,387
| +19% | +$1.27M | 1.08% | 16 |
|
|
2023
Q3 | $6.28M | Buy |
43,319
+630
| +1% | +$94.4K | 0.83% | 25 |
|
|
2023
Q2 | $6.21M | Buy |
42,689
+417
| +1% | +$57.4K | 0.8% | 23 |
|
|
2023
Q1 | $5.51M | Buy |
42,272
+783
| +2% | +$107K | 0.85% | 23 |
|
|
2022
Q4 | $5.56M | Buy |
41,489
+3,679
| +10% | +$466K | 1.03% | 17 |
|
|
2022
Q3 | $3.95M | Buy |
37,810
+1,064
| +3% | +$122K | 0.84% | 27 |
|
|
2022
Q2 | $4.14M | Buy |
36,746
+1,056
| +3% | +$131K | 0.89% | 25 |
|
|
2022
Q1 | $4.87M | Buy |
35,690
+3,872
| +12% | +$572K | 0.95% | 21 |
|
|
2021
Q4 | $5.04M | Buy |
31,818
+1,987
| +7% | +$326K | 0.96% | 22 |
|
|
2021
Q3 | $4.88M | Buy |
29,831
+5,297
| +22% | +$830K | 1.43% | 13 |
|
|
2021
Q2 | $3.82M | Buy |
24,534
+3,861
| +19% | +$606K | 1.25% | 14 |
|
|
2021
Q1 | $3.15M | Buy |
20,673
+627
| +3% | +$90.2K | 1.26% | 13 |
|
|
2020
Q4 | $2.55M | Buy |
20,046
+817
| +4% | +$91.3K | 1.07% | 20 |
|
|
2020
Q3 | $1.85M | Sell |
19,229
-1,983
| -9% | -$195K | 0.94% | 19 |
|
|
2020
Q2 | $2M | Buy |
21,212
+5,731
| +37% | +$544K | 1.03% | 19 |
|
|
2020
Q1 | $2.16M | Hold |
15,481
| – | – | 1.12% | 19 |
|
|
2019
Q4 | $2.16M | Sell |
15,481
-981
| -6% | -$126K | 1.12% | 19 |
|
|
2019
Q3 | $191K | Buy |
16,462
+10,640
| +183% | +$1.2M | 0.98% | 31 |
|
|
2019
Q2 | $652K | Sell |
5,822
-184
| -3% | -$20.3K | 0.31% | 84 |
|
|
2019
Q1 | $626K | Buy |
6,006
+1,111
| +23% | +$114K | 0.29% | 89 |
|
|
2018
Q4 | $495K | Buy |
4,895
+316
| +7% | +$33.7K | 0.25% | 93 |
|
|
2018
Q3 | $517K | Buy |
4,579
+207
| +5% | +$23.5K | 0.28% | 91 |
|
|
2018
Q2 | $456K | Buy |
4,372
+425
| +11% | +$46.6K | 0.26% | 95 |
|
|
2018
Q1 | $434K | Sell |
3,947
-6,403
| -62% | -$725K | 0.22% | 122 |
|
|
2017
Q4 | $1.01M | Buy |
+10,350
| New | +$1.05M | 0.56% | 61 |
|
Other funds holding JPM
Strategic Wealth Partners's JPM Position: Q2 2026 in Review
Strategic Wealth Partners increased its JPMorgan Chase (JPM) stake by 5.9% in Q2 2026, buying an estimated $1.1M and bringing the position to 63,666 shares worth $20.8M. The position accounts for 1.29% of the portfolio, ranked #15.
Strategic Wealth Partners first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Strategic Wealth Partners held 63,666 shares of JPMorgan Chase worth $20.8M as of Q2 2026.
- Strategic Wealth Partners bought 3,549 JPMorgan Chase shares in Q2 2026, an estimated $1.1M.
- JPMorgan Chase made up 1.29% of Strategic Wealth Partners's portfolio in Q2 2026, its #15 holding.
- Strategic Wealth Partners first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.