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Strong Tower Advisory Services’s JPMorgan Chase JPM Stock Holding History

Strong Tower Advisory Services’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
Q3 		$4.19M Sell
12,664
-137
-1% -$47.9K 0.74% 35
2026
Q2 		$4.19M Buy
12,801
+397
+3% +$123K 0.75% 35
2026
Q1 		$3.65M Buy
12,404
+97
+0.8% +$29.4K 0.69% 49
2025
Q4 		$3.97M Buy
12,307
+322
+3% +$99.7K 0.71% 37
2025
Q3 		$3.78M Sell
11,985
-199
-2% -$59.2K 0.72% 38
2025
Q2 		$3.53M Buy
12,184
+504
+4% +$129K 0.7% 33
2025
Q1 		$2.5M Buy
11,680
+1,120
+11% +$286K 0.62% 47
2024
Q4 		$2.53M Buy
10,560
+356
+3% +$82.9K 0.66% 32
2024
Q3 		$2.15M Buy
10,204
+1,409
+16% +$297K 0.6% 42
2024
Q2 		$1.78M Buy
8,795
+2,247
+34% +$439K 0.58% 38
2024
Q1 		$1.3M Buy
6,548
+601
+10% +$108K 0.52% 44
2023
Q4 		$1.01M Buy
5,947
+226
+4% +$34.2K 0.45% 52
2023
Q3 		$830K Buy
5,721
+47
+0.8% +$7.04K 0.42% 55
2023
Q2 		$825K Buy
5,674
+294
+5% +$40.4K 0.39% 60
2023
Q1 		$701K Buy
5,380
+231
+4% +$31.6K 0.37% 67
2022
Q4 		$691K Buy
5,149
+36
+0.7% +$4.56K 0.41% 63
2022
Q3 		$534K Buy
5,113
+123
+2% +$14.1K 0.32% 74
2022
Q2 		$562K Buy
4,990
+341
+7% +$42.2K 0.3% 81
2022
Q1 		$634K Buy
4,649
+692
+17% +$102K 0.32% 77
2021
Q4 		$627K Buy
3,957
+79
+2% +$13K 0.33% 69
2021
Q3 		$624K Buy
+3,878
New +$608K 0.36% 65

Other funds holding JPM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Strong Tower Advisory Services's JPM Position: Q3 2026 in Review

Strong Tower Advisory Services reduced its JPMorgan Chase (JPM) stake by 1.1% in Q3 2026, selling an estimated $47.9K and leaving 12,664 shares worth $4.19M. The position accounts for 0.74% of the portfolio, ranked #35.

Strong Tower Advisory Services first reported a position in JPM in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.19M in Q2 2026. 688 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Strong Tower Advisory Services held 12,664 shares of JPMorgan Chase worth $4.19M as of Q3 2026.
  • Strong Tower Advisory Services sold 137 JPMorgan Chase shares in Q3 2026, an estimated $47.9K.
  • JPMorgan Chase made up 0.74% of Strong Tower Advisory Services's portfolio in Q3 2026, its #35 holding.
  • Strong Tower Advisory Services first reported a position in JPMorgan Chase in Q3 2021 and has held it in 21 quarters since.
  • Strong Tower Advisory Services's JPMorgan Chase position peaked at $4.19M in Q2 2026.
  • 688 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Strong Tower Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.