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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Claris Advisors's JPM Position: Q1 2026 in Review

Claris Advisors reduced its JPMorgan Chase (JPM) stake by 2.8% in Q1 2026, selling an estimated $9.41K and leaving 1,087 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #54.

Claris Advisors first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. The position peaked at $599K in Q1 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Claris Advisors held 1,087 shares of JPMorgan Chase worth $320K as of Q1 2026.
  • Claris Advisors sold 31 JPMorgan Chase shares in Q1 2026, an estimated $9.41K.
  • JPMorgan Chase made up 0.1% of Claris Advisors's portfolio in Q1 2026, its #54 holding.
  • Claris Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
  • Claris Advisors's JPMorgan Chase position peaked at $599K in Q1 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.