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StrongBox Wealth’s JPMorgan Chase JPM Stock Holding History

StrongBox Wealth’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 		$8.6M Buy
26,280
+72
+0.3% +$22.4K 2.45% 10
2026
Q1 		$7.71M Buy
26,208
+1,021
+4% +$310K 2.47% 11
2025
Q4 		$8.12M Buy
25,187
+199
+0.8% +$61.6K 2.67% 10
2025
Q3 		$7.88M Buy
24,988
+4,881
+24% +$1.45M 2.67% 13
2025
Q2 		$5.83M Buy
20,107
+840
+4% +$214K 2.21% 15
2025
Q1 		$4.73M Sell
19,267
-1,288
-6% -$328K 1.97% 19
2024
Q4 		$4.93M Sell
20,555
-482
-2% -$112K 2.09% 17
2024
Q3 		$4.44M Buy
21,037
+874
+4% +$184K 1.9% 19
2024
Q2 		$4.08M Buy
20,163
+212
+1% +$41.4K 1.93% 19
2024
Q1 		$4M Sell
19,951
-921
-4% -$166K 2.11% 18
2023
Q4 		$3.55M Sell
20,872
-116
-0.6% -$17.6K 2.07% 18
2023
Q3 		$3.04M Sell
20,988
-695
-3% -$104K 1.94% 18
2023
Q2 		$3.15M Buy
21,683
+3,124
+17% +$430K 1.99% 16
2023
Q1 		$2.42M Buy
18,559
+495
+3% +$67.8K 1.62% 21
2022
Q4 		$2.42M Buy
18,064
+653
+4% +$82.7K 1.71% 23
2022
Q3 		$1.82M Sell
17,411
-5,772
-25% -$662K 1.32% 29
2022
Q2 		$2.61M Buy
23,183
+2,223
+11% +$275K 1.69% 16
2022
Q1 		$2.86M Buy
20,960
+5,239
+33% +$773K 1.63% 20
2021
Q4 		$2.49M Buy
15,721
+1,585
+11% +$260K 1.24% 29
2021
Q3 		$2.31M Buy
14,136
+796
+6% +$125K 1.3% 28
2021
Q2 		$2.08M Buy
13,340
+3
+0% +$471 1.19% 30
2021
Q1 		$2.03M Sell
13,337
-399
-3% -$57.4K 1.26% 26
2020
Q4 		$1.75M Sell
13,736
-118
-0.9% -$13.2K 1.13% 29
2020
Q3 		$1.33M Buy
13,854
+379
+3% +$37.2K 0.98% 29
2020
Q2 		$1.27M Buy
13,475
+2,213
+20% +$210K 1.15% 29
2020
Q1 		$1.01M Buy
+11,262
New +$1.37M 1.15% 31

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

StrongBox Wealth's JPM Position: Q2 2026 in Review

StrongBox Wealth increased its JPMorgan Chase (JPM) stake by 0.27% in Q2 2026, buying an estimated $22.4K and bringing the position to 26,280 shares worth $8.6M. The position accounts for 2.45% of the portfolio, ranked #10.

StrongBox Wealth first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • StrongBox Wealth held 26,280 shares of JPMorgan Chase worth $8.6M as of Q2 2026.
  • StrongBox Wealth bought 72 JPMorgan Chase shares in Q2 2026, an estimated $22.4K.
  • JPMorgan Chase made up 2.45% of StrongBox Wealth's portfolio in Q2 2026, its #10 holding.
  • StrongBox Wealth first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.