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Clark Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Clark Wealth Partners’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 		$120K Buy
367
+80
+28% +$24.8K 0.07% 71
2026
Q1 		$84.5K Sell
287
-2,454
-90% -$745K 0.06% 78
2025
Q4 		$883K Hold
2,741
– – 0.54% 24
2025
Q3 		$883K Buy
2,741
+2,274
+487% +$676K 0.54% 24
2025
Q2 		$135K Buy
467
+5
+1% +$1.28K 0.09% 53
2025
Q1 		$113K Buy
462
+2
+0.4% +$510 0.08% 56
2024
Q4 		$110K Buy
+460
New +$107K 0.09% 51

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clark Wealth Partners's JPM Position: Q2 2026 in Review

Clark Wealth Partners increased its JPMorgan Chase (JPM) stake by 28% in Q2 2026, buying an estimated $24.8K and bringing the position to 367 shares worth $120K. The position accounts for 0.07% of the portfolio, ranked #71.

Clark Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $883K in Q4 2025. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clark Wealth Partners held 367 shares of JPMorgan Chase worth $120K as of Q2 2026.
  • Clark Wealth Partners bought 80 JPMorgan Chase shares in Q2 2026, an estimated $24.8K.
  • JPMorgan Chase made up 0.07% of Clark Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • Clark Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's JPMorgan Chase position peaked at $883K in Q4 2025.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.