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Clark & Stuart Inc’s JPMorgan Chase JPM Stock Holding History

Clark & Stuart Inc’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 		$1.29M Buy
3,943
+55
+1% +$17.1K 0.81% 30
2026
Q1 		$1.14M Sell
3,888
-2
-0.1% -$607 0.77% 29
2025
Q4 		$1.25M Sell
3,890
-6
-0.2% -$1.86K 0.86% 30
2025
Q3 		$1.23M Buy
3,896
+207
+6% +$61.6K 0.88% 29
2025
Q2 		$1.07M Buy
+3,689
New +$941K 0.81% 30

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Clark & Stuart Inc's JPM Position: Q2 2026 in Review

Clark & Stuart Inc increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $17.1K and bringing the position to 3,943 shares worth $1.29M. The position accounts for 0.81% of the portfolio, ranked #30.

Clark & Stuart Inc first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 3,385 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clark & Stuart Inc held 3,943 shares of JPMorgan Chase worth $1.29M as of Q2 2026.
  • Clark & Stuart Inc bought 55 JPMorgan Chase shares in Q2 2026, an estimated $17.1K.
  • JPMorgan Chase made up 0.81% of Clark & Stuart Inc's portfolio in Q2 2026, its #30 holding.
  • Clark & Stuart Inc first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 3,385 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.