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Claris Advisors’s JPMorgan Chase JPM Stock Holding History

Claris 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 		$354K Sell
1,083
-4
-0.4% -$1.24K 0.09% 53
2026
Q1 		$320K Sell
1,087
-31
-3% -$9.41K 0.1% 54
2025
Q4 		$360K Sell
1,118
-11
-1% -$3.41K 0.11% 50
2025
Q3 		$327K Hold
1,129
– – 0.11% 56
2025
Q2 		$327K Sell
1,129
-1,311
-54% -$335K 0.11% 56
2025
Q1 		$599K Hold
2,440
– – 0.22% 40
2024
Q4 		$585K Buy
2,440
+1,400
+135% +$326K 0.22% 38
2024
Q3 		$219K Buy
+1,040
New +$219K 0.1% 58
2023
Q1 		– Sell
-2,254
Closed -$302K – 47
2022
Q4 		$302K Sell
2,254
-58
-3% -$7.35K 0.29% 37
2022
Q3 		$242K Sell
2,312
-214
-8% -$24.6K 0.28% 33
2022
Q2 		$285K Buy
2,526
+73
+3% +$9.04K 0.31% 31
2022
Q1 		$334K Buy
2,453
+142
+6% +$21K 0.36% 31
2021
Q4 		$366K Buy
+2,311
New +$380K 0.39% 27

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

Claris Advisors's JPM Position: Q2 2026 in Review

Claris Advisors reduced its JPMorgan Chase (JPM) stake by 0.37% in Q2 2026, selling an estimated $1.24K and leaving 1,083 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #53.

Claris Advisors first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. The position peaked at $599K in Q1 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Claris Advisors held 1,083 shares of JPMorgan Chase worth $354K as of Q2 2026.
  • Claris Advisors sold 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 0.09% of Claris Advisors's portfolio in Q2 2026, its #53 holding.
  • Claris Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
  • Claris Advisors's JPMorgan Chase position peaked at $599K in Q1 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.