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Clarity Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Clarity Wealth 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 		$11M Sell
33,494
-153
-0.5% -$47.5K 1.93% 20
2026
Q1 		$9.9M Buy
33,647
+152
+0.5% +$46.1K 2.04% 20
2025
Q4 		$10.8M Sell
33,495
-116
-0.3% -$35.9K 2.2% 14
2025
Q3 		$10.6M Sell
33,611
-73
-0.2% -$21.7K 2.34% 13
2025
Q2 		$9.77M Buy
33,684
+186
+0.6% +$47.5K 2.41% 12
2025
Q1 		$8.22M Buy
33,498
+287
+0.9% +$73.2K 2.28% 12
2024
Q4 		$7.96M Buy
33,211
+578
+2% +$135K 2.17% 13
2024
Q3 		$6.88M Buy
32,633
+928
+3% +$195K 2% 16
2024
Q2 		$6.41M Sell
31,705
-1,385
-4% -$271K 2.07% 14
2024
Q1 		$6.63M Buy
33,090
+342
+1% +$61.7K 2.24% 13
2023
Q4 		$5.57M Buy
32,748
+2,490
+8% +$377K 2.11% 14
2023
Q3 		$4.39M Buy
30,258
+2,371
+9% +$355K 1.99% 15
2023
Q2 		$4.06M Buy
27,887
+1,409
+5% +$194K 1.82% 15
2023
Q1 		$3.45M Buy
26,478
+1,149
+5% +$157K 1.76% 18
2022
Q4 		$3.4M Buy
25,329
+259
+1% +$32.8K 1.96% 18
2022
Q3 		$2.62M Buy
25,070
+2,403
+11% +$276K 1.58% 20
2022
Q2 		$2.55M Buy
22,667
+1,670
+8% +$207K 1.46% 19
2022
Q1 		$2.86M Buy
20,997
+1,944
+10% +$287K 1.36% 21
2021
Q4 		$3.02M Buy
19,053
+1,908
+11% +$313K 1.4% 21
2021
Q3 		$2.81M Buy
17,145
+1,780
+12% +$279K 1.38% 21
2021
Q2 		$2.39M Buy
15,365
+1,370
+10% +$215K 1.24% 26
2021
Q1 		$2.13M Sell
13,995
-698
-5% -$100K 1.21% 26
2020
Q4 		$1.87M Buy
14,693
+863
+6% +$96.5K 1.13% 28
2020
Q3 		$1.33M Buy
13,830
+304
+2% +$29.9K 0.95% 29
2020
Q2 		$1.27M Buy
13,526
+10,768
+390% +$1.02M 1% 30
2020
Q1 		$248K Buy
2,758
+20
+0.7% +$2.43K 0.26% 50
2019
Q4 		$381K Buy
+2,738
New +$351K 0.32% 46

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Clarity Wealth Advisors's JPM Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.45% in Q2 2026, selling an estimated $47.5K and leaving 33,494 shares worth $11M. The position accounts for 1.93% of the portfolio, ranked #20.

Clarity Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clarity Wealth Advisors held 33,494 shares of JPMorgan Chase worth $11M as of Q2 2026.
  • Clarity Wealth Advisors sold 153 JPMorgan Chase shares in Q2 2026, an estimated $47.5K.
  • JPMorgan Chase made up 1.93% of Clarity Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Clarity Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.