SEC 13F Intelligence

Stratos Investment Management, LLC / JPM

Stratos Investment Management, LLC’s Jpmorgan Chase & Co Position

Does Stratos Investment Management, LLC own Jpmorgan Chase & Co (JPM)? Yes55.8K shares worth $16M (+0.66% of its 13F portfolio) as of Q1 2026, up from 54.3K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
55.8K
% of Portfolio
+0.66%
Quarters Held
28
currently held

Position History JPM

Reported value by quarter
Q1 ’19: $1MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ1 ’20: $3MQ1 ’20Q2 ’20: $3MQ3 ’20: $4MQ4 ’20: $6MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $9MQ4 ’21: $9MQ1 ’22: $8MQ1 ’22Q3 ’22: $6MQ4 ’22: $7MQ1 ’23: $7MQ2 ’23: $8MQ2 ’23Q3 ’23: $9MQ4 ’23: $9MQ1 ’24: $11MQ2 ’24: $9MQ2 ’24Q3 ’24: $10MQ4 ’24: $11MQ1 ’25: $13MQ2 ’25: $16MQ2 ’25Q3 ’25: $17MQ4 ’25: $18MQ1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202655.8K$16M+0.66%
Q4 202554.3K$18M+0.70%
Q3 202553.2K$17M+0.69%
Q2 202553.5K$16M+0.71%
Q1 202552.9K$13M+0.69%
Q4 202445.8K$11M+0.66%
Q3 202448.0K$10M+0.71%
Q2 202443.9K$9M+0.74%
Q1 202454.2K$11M+1.06%
Q4 202355.7K$9M+1.12%
Q3 202360.5K$9M+1.31%
Q2 202357.6K$8M+1.28%
Q1 202354.4K$7M+1.19%
Q4 202255.9K$7M+1.34%
Q3 202255.3K$6M+1.17%
Q1 202257.8K$8M+1.31%
Q4 202155.5K$9M+1.39%
Q3 202155.4K$9M+1.58%
Q2 202143.0K$7M+1.84%
Q1 202138.5K$6M+1.85%
Q4 202043.5K$6M+1.74%
Q3 202041.0K$4M+1.43%
Q2 202036.0K$3M+1.43%
Q1 202029.6K$3M+1.42%
Q4 201922.0K$3M+1.42%
Q3 201917.3K$2M+1.15%
Q2 201914.4K$2M+1.01%
Q1 201912.5K$1M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stratos Investment Management, LLC’s full portfolio or all institutional holders of JPM.