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Clarion Wealth Managment Partners’s JPMorgan Chase JPM Stock Holding History

Clarion Wealth Managment Partners’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 		$723K Sell
2,209
-48
-2% -$14.9K 0.58% 41
2026
Q1 		$664K Buy
2,257
+2
+0.1% +$607 0.6% 41
2025
Q4 		$727K Buy
2,255
+208
+10% +$64.4K 0.67% 41
2025
Q3 		$646K Buy
2,047
+35
+2% +$10.4K 0.64% 39
2025
Q2 		$583K Buy
+2,012
New +$513K 0.64% 41

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

Clarion Wealth Managment Partners's JPM Position: Q2 2026 in Review

Clarion Wealth Managment Partners reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $14.9K and leaving 2,209 shares worth $723K. The position accounts for 0.58% of the portfolio, ranked #41.

Clarion Wealth Managment Partners first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $727K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clarion Wealth Managment Partners held 2,209 shares of JPMorgan Chase worth $723K as of Q2 2026.
  • Clarion Wealth Managment Partners sold 48 JPMorgan Chase shares in Q2 2026, an estimated $14.9K.
  • JPMorgan Chase made up 0.58% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #41 holding.
  • Clarion Wealth Managment Partners first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • Clarion Wealth Managment Partners's JPMorgan Chase position peaked at $727K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.