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CLA (CliftonLarsonAllen) Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$7.71M Buy
23,541
+2,765
+13% +$859K 0.1% 79
2026
Q1 		$6.11M Buy
20,776
+2,106
+11% +$639K 0.09% 83
2025
Q4 		$6.02M Buy
18,670
+2,507
+16% +$776K 0.09% 80
2025
Q3 		$5.1M Sell
16,163
-3,177
-16% -$945K 0.08% 86
2025
Q2 		$5.61M Buy
19,340
+4,941
+34% +$1.26M 0.09% 82
2025
Q1 		$3.53M Buy
14,399
+2,526
+21% +$644K 0.07% 96
2024
Q4 		$2.85M Buy
11,873
+80
+0.7% +$18.6K 0.06% 93
2024
Q3 		$2.49M Buy
+11,793
New +$2.48M 0.06% 104
2021
Q4 		– Sell
-6,798
Closed -$1.11M – 233
2021
Q3 		$1.11M Sell
6,798
-297
-4% -$46.6K 0.04% 138
2021
Q2 		$1.1M Buy
+7,095
New +$1.11M 0.05% 143
2015
Q3 		– Sell
-8,245
Closed -$559K – 138
2015
Q2 		$559K Buy
+8,245
New +$538K 0.11% 100
2014
Q3 		– Sell
-13,526
Closed -$779K – 76
2014
Q2 		$779K Sell
13,526
-1,475
-10% -$82.9K 0.15% 64
2014
Q1 		$911K Buy
+15,001
New +$867K 0.2% 61

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's JPM Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $859K and bringing the position to 23,541 shares worth $7.71M. The position accounts for 0.1% of the portfolio, ranked #79.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JPM in Q1 2014 and has held it in 13 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 23,541 shares of JPMorgan Chase worth $7.71M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 2,765 JPMorgan Chase shares in Q2 2026, an estimated $859K.
  • JPMorgan Chase made up 0.1% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JPMorgan Chase in Q1 2014 and has held it in 13 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.