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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

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

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

Clark Asset Management increased its JPMorgan Chase (JPM) stake by 9.1% in Q2 2026, buying an estimated $321K and bringing the position to 12,407 shares worth $4.06M. The position accounts for 0.32% of the portfolio, ranked #36.

Clark Asset Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clark Asset Management held 12,407 shares of JPMorgan Chase worth $4.06M as of Q2 2026.
  • Clark Asset Management bought 1,035 JPMorgan Chase shares in Q2 2026, an estimated $321K.
  • JPMorgan Chase made up 0.32% of Clark Asset Management's portfolio in Q2 2026, its #36 holding.
  • Clark Asset Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.