Strategic Wealth Investment Group, LLC / JPM
Strategic Wealth Investment Group, LLC’s Jpmorgan Chase & Co Position
Does Strategic Wealth Investment Group, LLC own Jpmorgan Chase & Co (JPM)? Yes — 70.8K shares worth $21M (+2.64% of its 13F portfolio) as of Q1 2026, up from 70.2K shares the prior filed quarter.
Position Value
$21M
Q1 2026
Shares
70.8K
% of Portfolio
+2.64%
Quarters Held
25
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 70.8K | $21M | +2.64% |
| Q4 2025 | 70.2K | $23M | +2.78% |
| Q3 2025 | 100.5K | $32M | +2.67% |
| Q2 2025 | 6.4K | $2M | +2.68% |
| Q1 2025 | 6.0K | $1M | +2.57% |
| Q4 2024 | 132.2K | $26M | +0.96% |
| Q3 2024 | 101.6K | $21M | +2.25% |
| Q2 2024 | 72.9K | $15M | +1.89% |
| Q4 2023 | 77.4K | $13M | +1.98% |
| Q3 2023 | 71.5K | $10M | +1.88% |
| Q2 2023 | 76.8K | $11M | +1.77% |
| Q1 2023 | 65.6K | $9M | +1.58% |
| Q4 2022 | 58.6K | $8M | +1.85% |
| Q3 2022 | 51.2K | $5M | +1.54% |
| Q2 2022 | 45.5K | $5M | +1.28% |
| Q1 2022 | 36.3K | $5M | +1.18% |
| Q4 2021 | 30.1K | $5M | +1.24% |
| Q3 2021 | 25.2K | $4M | +1.23% |
| Q2 2021 | 19.6K | $3M | +1.08% |
| Q1 2021 | 15.6K | $2M | +1.14% |
| Q4 2020 | 14.4K | $2M | +1.07% |
| Q3 2020 | 13.7K | $1M | +0.99% |
| Q2 2020 | 13.0K | $1M | +1.20% |
| Q1 2020 | 9.7K | $872,000 | +1.42% |
| Q4 2019 | 10.7K | $1M | +1.55% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of JPM.