Clarendon Private’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$489K Sell
1,495
-94
-6% -$29.2K 0.31% 78
2026
Q1
$467K Buy
1,589
+784
+97% +$238K 0.36% 75
2025
Q4
$259K Buy
805
+147
+22% +$45.5K 0.22% 91
2025
Q3
$208K Buy
+658
New +$196K 0.19% 99

Other funds holding JPM

Clarendon Private's JPM Position: Q2 2026 in Review

Clarendon Private reduced its JPMorgan Chase (JPM) stake by 5.9% in Q2 2026, selling an estimated $29.2K and leaving 1,495 shares worth $489K. The position accounts for 0.31% of the portfolio, ranked #78.

Clarendon Private first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clarendon Private held 1,495 shares of JPMorgan Chase worth $489K as of Q2 2026.
  • Clarendon Private sold 94 JPMorgan Chase shares in Q2 2026, an estimated $29.2K.
  • JPMorgan Chase made up 0.31% of Clarendon Private's portfolio in Q2 2026, its #78 holding.
  • Clarendon Private first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clarendon Private's 13F filing for Q2 2026, filed 22 Jul 2026.