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Clare Market Investments’s JPMorgan Chase JPM Stock Holding History

Clare Market Investments’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 		$3.53M Sell
10,789
-2,389
-18% -$742K 0.64% 29
2026
Q1 		$3.88M Buy
+13,178
New +$4M 0.81% 24
2025
Q3 		$3.53M Buy
11,198
+2
+0% +$595 0.71% 26
2025
Q2 		$3.25M Buy
11,196
+3
+0% +$766 0.72% 27
2025
Q1 		$2.75M Buy
11,193
+3,980
+55% +$1.01M 0.72% 24
2024
Q4 		$1.73M Buy
7,213
+453
+7% +$106K 0.41% 35
2024
Q3 		$1.43M Sell
6,760
-422
-6% -$88.9K 0.37% 37
2024
Q2 		$1.45M Buy
7,182
+3,753
+109% +$734K 0.41% 32
2024
Q1 		$687K Buy
3,429
+353
+11% +$63.7K 0.21% 67
2023
Q4 		$523K Buy
3,076
+1,537
+100% +$233K 0.18% 76
2023
Q3 		$223K Sell
1,539
-606
-28% -$90.8K 0.09% 113
2023
Q2 		$312K Sell
2,145
-999
-32% -$137K 0.12% 96
2023
Q1 		$410K Sell
3,144
-484
-13% -$66.3K 0.17% 69
2022
Q4 		$487K Sell
3,628
-3,307
-48% -$419K 0.23% 62
2022
Q3 		$725K Buy
6,935
+440
+7% +$50.5K 0.31% 47
2022
Q2 		$731K Buy
6,495
+3,332
+105% +$413K 0.32% 41
2022
Q1 		$431K Buy
3,163
+588
+23% +$86.8K 0.14% 90
2021
Q4 		$408K Sell
2,575
-27
-1% -$4.43K 0.11% 91
2021
Q3 		$426K Buy
2,602
+7
+0.3% +$1.1K 0.13% 89
2021
Q2 		$403K Sell
2,595
-2,386
-48% -$375K 0.13% 84
2021
Q1 		$759K Buy
4,981
+917
+23% +$132K 0.29% 52
2020
Q4 		$517K Sell
4,064
-247
-6% -$27.6K 0.22% 53
2020
Q3 		$415K Buy
4,311
+442
+11% +$43.4K 0.2% 60
2020
Q2 		$364K Buy
3,869
+1,004
+35% +$95.3K 0.22% 56
2020
Q1 		$258K Sell
2,865
-618
-18% -$75.1K 0.22% 64
2019
Q4 		$485K Sell
3,483
-2,921
-46% -$375K 0.35% 53
2019
Q3 		$754K Buy
6,404
+626
+11% +$70.8K 0.72% 30
2019
Q2 		$646K Sell
5,778
-5,059
-47% -$558K 0.51% 45
2019
Q1 		$1.1M Buy
10,837
+1,209
+13% +$125K 0.95% 21
2018
Q4 		$940K Buy
+9,628
New +$1.03M 1.22% 20

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Clare Market Investments's JPM Position: Q2 2026 in Review

Clare Market Investments reduced its JPMorgan Chase (JPM) stake by 18% in Q2 2026, selling an estimated $742K and leaving 10,789 shares worth $3.53M. The position accounts for 0.64% of the portfolio, ranked #29.

Clare Market Investments first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.88M in Q1 2026. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clare Market Investments held 10,789 shares of JPMorgan Chase worth $3.53M as of Q2 2026.
  • Clare Market Investments sold 2,389 JPMorgan Chase shares in Q2 2026, an estimated $742K.
  • JPMorgan Chase made up 0.64% of Clare Market Investments's portfolio in Q2 2026, its #29 holding.
  • Clare Market Investments first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Clare Market Investments's JPMorgan Chase position peaked at $3.88M in Q1 2026.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.