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Clarity Asset Management’s JPMorgan Chase JPM Stock Holding History

Clarity Asset Management’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 		– Sell
-220
Closed -$64.7K – 180
2026
Q1 		$64.7K Buy
220
+1
+0.5% +$303 0.03% 120
2025
Q4 		$70.5K Buy
219
+1
+0.5% +$310 0.04% 79
2025
Q3 		$68.7K Buy
218
+1
+0.5% +$297 0.04% 81
2025
Q2 		$62.9K Buy
217
+101
+87% +$25.8K 0.04% 86
2025
Q1 		$28.5K Sell
116
-7
-6% -$1.78K 0.02% 120
2024
Q4 		$29.5K Buy
123
+1
+0.8% +$233 0.02% 125
2024
Q3 		$25.8K Hold
122
– – 0.02% 124
2024
Q2 		$24.8K Hold
122
– – 0.02% 120
2024
Q1 		$24.5K Hold
122
– – 0.02% 129
2023
Q4 		$20.8K Buy
+122
New +$18.5K 0.02% 129

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

Clarity Asset Management's JPM Position: Q2 2026 in Review

Clarity Asset Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 220 shares — an estimated $64.7K sold.

Clarity Asset Management first reported a position in JPM in Q4 2023 and held it in 10 quarters. The position peaked at $70.5K in Q4 2025. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clarity Asset Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 220 JPMorgan Chase shares in Q2 2026, an estimated $64.7K.
  • Clarity Asset Management first reported a position in JPMorgan Chase in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's JPMorgan Chase position peaked at $70.5K in Q4 2025.
  • 5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.