Clark Asset Management’s JPMorgan Chase JPM Stock Holding History

Clark 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	$4.06M	Buy	12,407 +1,035	+9%	+$321K	0.32%	36
2026 Q1	$3.35M	Buy	11,372 +1,065	+10%	+$323K	0.31%	35
2025 Q4	$3.32M	Buy	10,307 +2,375	+30%	+$735K	0.34%	37
2025 Q3	$2.5M	Buy	7,932 +245	+3%	+$72.9K	0.29%	40
2025 Q2	$2.23M	Buy	7,687 +5,147	+203%	+$1.31M	0.3%	37
2025 Q1	$623K	Buy	2,540 +777	+44%	+$198K	0.1%	77
2024 Q4	$423K	Sell	1,763 -488	-22%	-$114K	0.08%	79
2024 Q3	$475K	Buy	2,251 +621	+38%	+$131K	0.1%	69
2024 Q2	$330K	Buy	1,630 +617	+61%	+$121K	0.09%	73
2024 Q1	$203K	Buy	+1,013	New	+$183K	0.06%	86

Other funds holding JPM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return