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Strathmore Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Strathmore Capital 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
Q2 		$1.16M Hold
3,372
– – 0.31% 39
2026
Q1 		$1.04M Buy
3,372
+63
+2% +$19.1K 0.29% 45
2025
Q4 		$1.07M Buy
3,309
+135
+4% +$41.8K 0.35% 33
2025
Q3 		$1M Buy
3,174
+230
+8% +$68.4K 0.41% 34
2025
Q2 		$834K Buy
+2,944
New +$751K 0.37% 41

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

Strathmore Capital Advisors's JPM Position: Q2 2026 in Review

Strathmore Capital Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,372 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #39.

Strathmore Capital Advisors first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Strathmore Capital Advisors held 3,372 shares of JPMorgan Chase worth $1.16M as of Q2 2026.
  • Strathmore Capital Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.31% of Strathmore Capital Advisors's portfolio in Q2 2026, its #39 holding.
  • Strathmore Capital Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.