Strategies Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Strategies Wealth Advisors’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	$3.07M	Buy	10,429 +165	+2%	+$50.1K	0.31%	31
2025 Q4	$3.31M	Buy	10,264 +673	+7%	+$208K	0.33%	28
2025 Q3	$3.03M	Buy	9,591 +125	+1%	+$37.2K	0.31%	29
2025 Q2	$2.74M	Sell	9,466 -162	-2%	-$41.3K	0.3%	32
2025 Q1	$2.36M	Buy	9,628 +5,541	+136%	+$1.41M	0.29%	33
2024 Q4	$1.13M	Buy	+4,087	New	+$952K	0.14%	49

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategies Wealth Advisors's JPM Position: Q1 2026 in Review

Strategies Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, buying an estimated $50.1K and bringing the position to 10,429 shares worth $3.07M. The position accounts for 0.31% of the portfolio, ranked #31.

Strategies Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.31M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Strategies Wealth Advisors held 10,429 shares of JPMorgan Chase worth $3.07M as of Q1 2026.
Strategies Wealth Advisors bought 165 JPMorgan Chase shares in Q1 2026, an estimated $50.1K.
JPMorgan Chase made up 0.31% of Strategies Wealth Advisors's portfolio in Q1 2026, its #31 holding.
Strategies Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Strategies Wealth Advisors's JPMorgan Chase position peaked at $3.31M in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.