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Stratos Investment Management’s JPMorgan Chase JPM Stock Holding History

Stratos Investment Management’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stratos Investment Management's JPM Position: Q1 2026 in Review

Stratos Investment Management increased its JPMorgan Chase (JPM) stake by 2.6% in Q1 2026, buying an estimated $431K and bringing the position to 55,765 shares worth $16.4M. The position accounts for 0.66% of the portfolio, ranked #36.

Stratos Investment Management first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. The position peaked at $17.5M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stratos Investment Management held 55,765 shares of JPMorgan Chase worth $16.4M as of Q1 2026.
  • Stratos Investment Management bought 1,419 JPMorgan Chase shares in Q1 2026, an estimated $431K.
  • JPMorgan Chase made up 0.66% of Stratos Investment Management's portfolio in Q1 2026, its #36 holding.
  • Stratos Investment Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • Stratos Investment Management's JPMorgan Chase position peaked at $17.5M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.