CFSG
JPM icon

Clark Financial Services Group’s JPMorgan Chase JPM Stock Holding History

Clark Financial Services Group’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 		$315K Buy
961
+138
+17% +$42.9K 0.15% 81
2026
Q1 		$242K Buy
823
+62
+8% +$18.8K 0.13% 99
2025
Q4 		$254K Sell
761
-22
-3% -$6.81K 0.14% 96
2025
Q3 		$247K Sell
783
-714
-48% -$212K 0.13% 96
2025
Q2 		$434K Buy
1,497
+82
+6% +$20.9K 0.27% 51
2025
Q1 		$347K Buy
1,415
+192
+16% +$48.9K 0.24% 63
2024
Q4 		$293K Buy
1,223
+42
+4% +$9.78K 0.22% 62
2024
Q3 		$249K Buy
+1,181
New +$249K 0.23% 61
2022
Q1 		$253K Buy
1,857
+311
+20% +$45.9K 0.19% 55
2021
Q4 		$245K Buy
+1,546
New +$254K 0.16% 62

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 Financial Services Group's JPM Position: Q2 2026 in Review

Clark Financial Services Group increased its JPMorgan Chase (JPM) stake by 17% in Q2 2026, buying an estimated $42.9K and bringing the position to 961 shares worth $315K. The position accounts for 0.15% of the portfolio, ranked #81.

Clark Financial Services Group first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. The position peaked at $434K in Q2 2025. 5,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clark Financial Services Group held 961 shares of JPMorgan Chase worth $315K as of Q2 2026.
  • Clark Financial Services Group bought 138 JPMorgan Chase shares in Q2 2026, an estimated $42.9K.
  • JPMorgan Chase made up 0.15% of Clark Financial Services Group's portfolio in Q2 2026, its #81 holding.
  • Clark Financial Services Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
  • Clark Financial Services Group's JPMorgan Chase position peaked at $434K in Q2 2025.
  • 5,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.