Stratos Investment Management’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 | $18.5M | Buy |
56,449
+684
| +1% | +$212K | 0.67% | 39 |
|
|
2026
Q1 | $16.4M | Buy |
55,765
+1,419
| +3% | +$431K | 0.66% | 36 |
|
|
2025
Q4 | $17.5M | Buy |
54,346
+1,115
| +2% | +$345K | 0.7% | 35 |
|
|
2025
Q3 | $16.8M | Sell |
53,231
-282
| -0.5% | -$83.9K | 0.69% | 38 |
|
|
2025
Q2 | $15.5M | Buy |
53,513
+641
| +1% | +$164K | 0.71% | 37 |
|
|
2025
Q1 | $13M | Buy |
52,872
+7,024
| +15% | +$1.79M | 0.69% | 37 |
|
|
2024
Q4 | $11M | Sell |
45,848
-2,200
| -5% | -$512K | 0.66% | 36 |
|
|
2024
Q3 | $10.1M | Buy |
48,048
+4,154
| +9% | +$875K | 0.71% | 37 |
|
|
2024
Q2 | $8.88M | Sell |
43,894
-10,331
| -19% | -$2.02M | 0.74% | 36 |
|
|
2024
Q1 | $10.9M | Sell |
54,225
-1,475
| -3% | -$266K | 1.06% | 28 |
|
|
2023
Q4 | $9.47M | Sell |
55,700
-4,848
| -8% | -$735K | 1.12% | 25 |
|
|
2023
Q3 | $8.78M | Buy |
60,548
+2,988
| +5% | +$448K | 1.31% | 22 |
|
|
2023
Q2 | $8.37M | Buy |
57,560
+3,210
| +6% | +$441K | 1.28% | 24 |
|
|
2023
Q1 | $7.08M | Sell |
54,350
-1,511
| -3% | -$207K | 1.19% | 24 |
|
|
2022
Q4 | $7.49M | Buy |
55,861
+542
| +1% | +$68.7K | 1.34% | 24 |
|
|
2022
Q3 | $5.78M | Sell |
55,319
-4,422
| -7% | -$507K | 1.17% | 27 |
|
|
2022
Q2 | $6.73M | Buy |
59,741
+1,981
| +3% | +$245K | 1.27% | 25 |
|
|
2022
Q1 | $7.87M | Buy |
57,760
+2,260
| +4% | +$334K | 1.31% | 25 |
|
|
2021
Q4 | $8.79M | Buy |
55,500
+123
| +0.2% | +$20.2K | 1.39% | 21 |
|
|
2021
Q3 | $9.06M | Buy |
55,377
+12,327
| +29% | +$1.93M | 1.58% | 14 |
|
|
2021
Q2 | $6.7M | Buy |
43,050
+4,596
| +12% | +$722K | 1.84% | 16 |
|
|
2021
Q1 | $5.85M | Sell |
38,454
-5,082
| -12% | -$731K | 1.85% | 16 |
|
|
2020
Q4 | $5.53M | Buy |
43,536
+2,521
| +6% | +$282K | 1.74% | 16 |
|
|
2020
Q3 | $3.95M | Buy |
41,015
+5,058
| +14% | +$497K | 1.43% | 20 |
|
|
2020
Q2 | $3.38M | Buy |
35,957
+6,308
| +21% | +$598K | 1.43% | 19 |
|
|
2020
Q1 | $2.67M | Buy |
29,649
+7,667
| +35% | +$931K | 1.42% | 18 |
|
|
2019
Q4 | $3.06M | Buy |
21,982
+4,701
| +27% | +$603K | 1.42% | 17 |
|
|
2019
Q3 | $2.03M | Buy |
17,281
+2,919
| +20% | +$330K | 1.15% | 19 |
|
|
2019
Q2 | $1.61M | Buy |
14,362
+1,823
| +15% | +$201K | 1.01% | 23 |
|
|
2019
Q1 | $1.27M | Buy |
+12,539
| New | +$1.29M | 1% | 24 |
|
Other funds holding JPM
Stratos Investment Management's JPM Position: Q2 2026 in Review
Stratos Investment Management increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $212K and bringing the position to 56,449 shares worth $18.5M. The position accounts for 0.67% of the portfolio, ranked #39.
Stratos Investment Management first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Stratos Investment Management held 56,449 shares of JPMorgan Chase worth $18.5M as of Q2 2026.
- Stratos Investment Management bought 684 JPMorgan Chase shares in Q2 2026, an estimated $212K.
- JPMorgan Chase made up 0.67% of Stratos Investment Management's portfolio in Q2 2026, its #39 holding.
- Stratos Investment Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.