Claris Advisors
JPM icon

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
Q3 		$387K Buy
1,170
+87
+8% +$30.4K 0.1% 52
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Claris Advisors's JPM Position: Q3 2026 in Review

Claris Advisors increased its JPMorgan Chase (JPM) stake by 8% in Q3 2026, buying an estimated $30.4K and bringing the position to 1,170 shares worth $387K. The position accounts for 0.1% of the portfolio, ranked #52.

Claris Advisors first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. The position peaked at $599K in Q1 2025. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Claris Advisors held 1,170 shares of JPMorgan Chase worth $387K as of Q3 2026.
  • Claris Advisors bought 87 JPMorgan Chase shares in Q3 2026, an estimated $30.4K.
  • JPMorgan Chase made up 0.1% of Claris Advisors's portfolio in Q3 2026, its #52 holding.
  • Claris Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
  • Claris Advisors's JPMorgan Chase position peaked at $599K in Q1 2025.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Claris Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.