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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Strong Tower Advisory Services's JPM Position: Q2 2026 in Review

Strong Tower Advisory Services increased its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, buying an estimated $123K and bringing the position to 12,801 shares worth $4.19M. The position accounts for 0.75% of the portfolio, ranked #35.

Strong Tower Advisory Services first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Strong Tower Advisory Services held 12,801 shares of JPMorgan Chase worth $4.19M as of Q2 2026.
Strong Tower Advisory Services bought 397 JPMorgan Chase shares in Q2 2026, an estimated $123K.
JPMorgan Chase made up 0.75% of Strong Tower Advisory Services's portfolio in Q2 2026, its #35 holding.
Strong Tower Advisory Services first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Strong Tower Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.