Cladis Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Cladis Investment Advisory’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 Q1	$2.12M	Sell	7,203 -100	-1%	-$30.3K	1.17%	20
2025 Q4	$2.35M	Hold	7,303	–	–	1.29%	16
2025 Q3	$2.3M	Hold	7,303	–	–	1.32%	19
2025 Q2	$2.12M	Buy	7,303 +150	+2%	+$38.3K	1.33%	19
2025 Q1	$1.75M	Hold	7,153	–	–	1.27%	20
2024 Q4	$1.71M	Hold	7,153	–	–	1.22%	22
2024 Q3	$1.51M	Sell	7,153 -36	-0.5%	-$7.58K	1.05%	27
2024 Q2	$1.45M	Hold	7,189	–	–	1.05%	25
2024 Q1	$1.44M	Hold	7,189	–	–	1.06%	26
2023 Q4	$1.22M	Hold	7,189	–	–	0.96%	33
2023 Q3	$1.04M	Buy	7,189 +87	+1%	+$13K	0.91%	34
2023 Q2	$1.03M	Buy	7,102 +123	+2%	+$16.9K	0.9%	34
2023 Q1	$909K	Buy	6,979 +100	+1%	+$13.7K	0.82%	40
2022 Q4	$922K	Buy	6,879 +36	+0.5%	+$4.56K	0.92%	34
2022 Q3	$715K	Buy	6,843 +200	+3%	+$23K	0.77%	40
2022 Q2	$748K	Hold	6,643	–	–	0.75%	39
2022 Q1	$906K	Buy	6,643 +3,350	+102%	+$494K	0.73%	42
2021 Q4	$521K	Buy	+3,293	New	+$541K	0.42%	72

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cladis Investment Advisory's JPM Position: Q1 2026 in Review

Cladis Investment Advisory reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $30.3K and leaving 7,203 shares worth $2.12M. The position accounts for 1.17% of the portfolio, ranked #20.

Cladis Investment Advisory first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.35M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Cladis Investment Advisory held 7,203 shares of JPMorgan Chase worth $2.12M as of Q1 2026.
Cladis Investment Advisory sold 100 JPMorgan Chase shares in Q1 2026, an estimated $30.3K.
JPMorgan Chase made up 1.17% of Cladis Investment Advisory's portfolio in Q1 2026, its #20 holding.
Cladis Investment Advisory first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Cladis Investment Advisory's JPMorgan Chase position peaked at $2.35M in Q4 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.