Clark Capital Management Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $249M | Buy |
845,798
+66,862
| +9% | +$20.3M | 1.54% | 10 |
|
|
2025
Q4 | $251M | Sell |
778,936
-90,988
| -10% | -$28.2M | 1.54% | 9 |
|
|
2025
Q3 | $274M | Buy |
869,924
+39,855
| +5% | +$11.9M | 1.72% | 9 |
|
|
2025
Q2 | $241M | Buy |
830,069
+52,056
| +7% | +$13.3M | 1.67% | 8 |
|
|
2025
Q1 | $191M | Buy |
778,013
+89,934
| +13% | +$22.9M | 1.37% | 9 |
|
|
2024
Q4 | $165M | Sell |
688,079
-68,727
| -9% | -$16M | 1.15% | 14 |
|
|
2024
Q3 | $160M | Sell |
756,806
-230,177
| -23% | -$48.5M | 1.09% | 15 |
|
|
2024
Q2 | $200M | Buy |
986,983
+14,247
| +1% | +$2.79M | 1.47% | 9 |
|
|
2024
Q1 | $195M | Buy |
972,736
+3,504
| +0.4% | +$632K | 1.45% | 8 |
|
|
2023
Q4 | $165M | Sell |
969,232
-59,014
| -6% | -$8.94M | 1.35% | 10 |
|
|
2023
Q3 | $149M | Buy |
1,028,246
+71,945
| +8% | +$10.8M | 1.49% | 10 |
|
|
2023
Q2 | $139M | Buy |
956,301
+75,903
| +9% | +$10.4M | 1.24% | 10 |
|
|
2023
Q1 | $115M | Buy |
880,398
+62,403
| +8% | +$8.55M | 1.28% | 8 |
|
|
2022
Q4 | $110M | Buy |
817,995
+350,249
| +75% | +$44.4M | 1.01% | 11 |
|
|
2022
Q3 | $48.9M | Buy |
467,746
+14,255
| +3% | +$1.64M | 0.64% | 31 |
|
|
2022
Q2 | $51.1M | Buy |
453,491
+135,768
| +43% | +$16.8M | 0.67% | 26 |
|
|
2022
Q1 | $43.3M | Sell |
317,723
-293,077
| -48% | -$43.3M | 0.48% | 47 |
|
|
2021
Q4 | $96.7M | Sell |
610,800
-12,594
| -2% | -$2.07M | 1.19% | 11 |
|
|
2021
Q3 | $102M | Buy |
623,394
+54,422
| +10% | +$8.53M | 1.4% | 9 |
|
|
2021
Q2 | $88.5M | Sell |
568,972
-166,086
| -23% | -$26.1M | 1.24% | 10 |
|
|
2021
Q1 | $112M | Sell |
735,058
-31,015
| -4% | -$4.46M | 1.71% | 6 |
|
|
2020
Q4 | $97.3M | Buy |
766,073
+64,472
| +9% | +$7.21M | 1.61% | 5 |
|
|
2020
Q3 | $67.5M | Buy |
701,601
+12,409
| +2% | +$1.22M | 1.27% | 11 |
|
|
2020
Q2 | $64.8M | Sell |
689,192
-78,435
| -10% | -$7.44M | 1.21% | 9 |
|
|
2020
Q1 | $69.1M | Buy |
767,627
+70,810
| +10% | +$8.6M | 1.76% | 9 |
|
|
2019
Q4 | $97.1M | Buy |
696,817
+69,534
| +11% | +$8.92M | 2.04% | 5 |
|
|
2019
Q3 | $73.8M | Buy |
627,283
+8,236
| +1% | +$932K | 1.68% | 6 |
|
|
2019
Q2 | $69.2M | Buy |
619,047
+165,141
| +36% | +$18.2M | 1.46% | 9 |
|
|
2019
Q1 | $45.9M | Sell |
453,906
-321,134
| -41% | -$33.1M | 1.1% | 24 |
|
|
2018
Q4 | $75.7M | Buy |
775,040
+42,003
| +6% | +$4.48M | 2.04% | 5 |
|
|
2018
Q3 | $82.7M | Buy |
733,037
+176,887
| +32% | +$20.1M | 2.09% | 7 |
|
|
2018
Q2 | $58M | Sell |
556,150
-70,723
| -11% | -$7.76M | 1.67% | 9 |
|
|
2018
Q1 | $68.9M | Sell |
626,873
-21,739
| -3% | -$2.46M | 2.16% | 3 |
|
|
2017
Q4 | $69.4M | Buy |
648,612
+95,952
| +17% | +$9.72M | 2.12% | 3 |
|
|
2017
Q3 | $52.8M | Buy |
552,660
+149,824
| +37% | +$13.8M | 1.78% | 7 |
|
|
2017
Q2 | $36.8M | Sell |
402,836
-77,326
| -16% | -$6.67M | 1.43% | 11 |
|
|
2017
Q1 | $42.2M | Buy |
480,162
+103,715
| +28% | +$9.15M | 1.87% | 6 |
|
|
2016
Q4 | $32.5M | Buy |
376,447
+93,620
| +33% | +$7.14M | 1.69% | 8 |
|
|
2016
Q3 | $18.8M | Buy |
282,827
+122,165
| +76% | +$7.97M | 1.08% | 18 |
|
|
2016
Q2 | $9.98M | Sell |
160,662
-24,607
| -13% | -$1.54M | 0.65% | 49 |
|
|
2016
Q1 | $11M | Sell |
185,269
-23,028
| -11% | -$1.34M | 0.85% | 40 |
|
|
2015
Q4 | $13.8M | Buy |
208,297
+46,659
| +29% | +$3.04M | 1.12% | 17 |
|
|
2015
Q3 | $9.86M | Buy |
161,638
+84,620
| +110% | +$5.54M | 0.88% | 27 |
|
|
2015
Q2 | $5.22M | Buy |
77,018
+51,452
| +201% | +$3.36M | 0.48% | 62 |
|
|
2015
Q1 | $1.55M | Sell |
25,566
-111,834
| -81% | -$6.62M | 0.14% | 136 |
|
|
2014
Q4 | $8.6M | Buy |
137,400
+2,640
| +2% | +$159K | 0.79% | 41 |
|
|
2014
Q3 | $8.12M | Buy |
134,760
+48,895
| +57% | +$2.86M | 0.7% | 34 |
|
|
2014
Q2 | $4.95M | Sell |
85,865
-45,766
| -35% | -$2.57M | 0.41% | 66 |
|
|
2014
Q1 | $7.99M | Sell |
131,631
-39,920
| -23% | -$2.31M | 0.69% | 35 |
|
|
2013
Q4 | $10M | Buy |
171,551
+5,380
| +3% | +$295K | 0.83% | 20 |
|
|
2013
Q3 | $8.59M | Buy |
166,171
+10,769
| +7% | +$578K | 0.68% | 32 |
|
|
2013
Q2 | $8.2M | Buy |
+155,402
| New | +$7.9M | 0.76% | 25 |
|
Other funds holding JPM
VCM
VPM
Clark Capital Management Group's JPM Position: Q1 2026 in Review
Clark Capital Management Group increased its JPMorgan Chase (JPM) stake by 8.6% in Q1 2026, buying an estimated $20.3M and bringing the position to 845,798 shares worth $249M. The position accounts for 1.54% of the portfolio, ranked #10.
Clark Capital Management Group first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $274M in Q3 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Clark Capital Management Group held 845,798 shares of JPMorgan Chase worth $249M as of Q1 2026.
- Clark Capital Management Group bought 66,862 JPMorgan Chase shares in Q1 2026, an estimated $20.3M.
- JPMorgan Chase made up 1.54% of Clark Capital Management Group's portfolio in Q1 2026, its #10 holding.
- Clark Capital Management Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Clark Capital Management Group's JPMorgan Chase position peaked at $274M in Q3 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.