CF
JPM icon

Clarity Financial’s JPMorgan Chase JPM Stock Holding History

Clarity Financial’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 		$23.9M Buy
73,022
+20,033
+38% +$6.22M 2.03% 17
2026
Q1 		$15.6M Sell
52,989
-45,860
-46% -$13.9M 1.7% 25
2025
Q4 		$31.9M Buy
98,849
+52,037
+111% +$16.1M 2.95% 10
2025
Q3 		$14.8M Sell
46,812
-6,667
-12% -$1.98M 1.47% 30
2025
Q2 		$15.5M Sell
53,479
-28,773
-35% -$7.34M 1.67% 25
2025
Q1 		$20.2M Buy
82,252
+14,206
+21% +$3.62M 2.32% 15
2024
Q4 		$16.3M Sell
68,046
-1,319
-2% -$307K 1.95% 18
2024
Q3 		$14.6M Buy
69,365
+62,868
+968% +$13.2M 1.7% 22
2024
Q2 		$1.31M Sell
6,497
-14
-0.2% -$2.74K 0.19% 50
2024
Q1 		$1.3M Buy
6,511
+212
+3% +$38.3K 0.2% 48
2023
Q4 		$1.07M Buy
6,299
+272
+5% +$41.2K 0.19% 44
2023
Q3 		$874K Buy
6,027
+2,313
+62% +$347K 0.15% 55
2023
Q2 		$540K Buy
+3,714
New +$511K 0.08% 65
2023
Q1 		– Sell
-2,474
Closed -$332K – 64
2022
Q4 		$332K Buy
+2,474
New +$313K 0.06% 69
2022
Q2 		– Sell
-39,624
Closed -$5.4M – 92
2022
Q1 		$5.4M Buy
39,624
+1,182
+3% +$174K 1.09% 33
2021
Q4 		$6.09M Buy
38,442
+251
+0.7% +$41.2K 0.95% 38
2021
Q3 		$6.25M Buy
38,191
+3,452
+10% +$541K 1.02% 28
2021
Q2 		$5.4M Buy
34,739
+3,974
+13% +$624K 1.04% 26
2021
Q1 		$4.68M Buy
+30,765
New +$4.43M 0.95% 28

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clarity Financial's JPM Position: Q2 2026 in Review

Clarity Financial increased its JPMorgan Chase (JPM) stake by 38% in Q2 2026, buying an estimated $6.22M and bringing the position to 73,022 shares worth $23.9M. The position accounts for 2.03% of the portfolio, ranked #17.

Clarity Financial first reported a position in JPM in Q1 2021 and has held it in 19 quarters since. The position peaked at $31.9M in Q4 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clarity Financial held 73,022 shares of JPMorgan Chase worth $23.9M as of Q2 2026.
  • Clarity Financial bought 20,033 JPMorgan Chase shares in Q2 2026, an estimated $6.22M.
  • JPMorgan Chase made up 2.03% of Clarity Financial's portfolio in Q2 2026, its #17 holding.
  • Clarity Financial first reported a position in JPMorgan Chase in Q1 2021 and has held it in 19 quarters since.
  • Clarity Financial's JPMorgan Chase position peaked at $31.9M in Q4 2025.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.