CG
JPM icon

Clarus Group’s JPMorgan Chase JPM Stock Holding History

Clarus 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 		$1.59M Sell
4,866
-244
-5% -$75.8K 0.54% 24
2026
Q1 		$1.5M Sell
5,110
-55
-1% -$16.7K 0.54% 24
2025
Q4 		$1.66M Sell
5,165
-159
-3% -$49.2K 0.6% 22
2025
Q3 		$1.68M Sell
5,324
-182
-3% -$54.1K 0.58% 21
2025
Q2 		$1.6M Sell
5,506
-82
-1% -$20.9K 0.59% 21
2025
Q1 		$1.37M Sell
5,588
-2,860
-34% -$729K 0.53% 23
2024
Q4 		$2.03M Sell
8,448
-901
-10% -$210K 0.72% 19
2024
Q3 		$1.97M Sell
9,349
-118
-1% -$24.9K 0.83% 18
2024
Q2 		$1.91M Buy
9,467
+586
+7% +$115K 0.85% 19
2024
Q1 		$1.78M Sell
8,881
-800
-8% -$144K 1.25% 21
2023
Q4 		$1.65M Sell
9,681
-1,583
-14% -$240K 1.25% 21
2023
Q3 		$1.63M Sell
11,264
-578
-5% -$86.6K 1.19% 19
2023
Q2 		$1.72M Buy
11,842
+3,467
+41% +$477K 1.26% 18
2023
Q1 		$1.09M Buy
8,375
+190
+2% +$26K 1.02% 18
2022
Q4 		$1.1M Sell
8,185
-150
-2% -$19K 0.96% 21
2022
Q3 		$871K Sell
8,335
-174
-2% -$20K 0.79% 23
2022
Q2 		$958K Sell
8,509
-100
-1% -$12.4K 0.8% 22
2022
Q1 		$1.17M Sell
8,609
-90
-1% -$13.3K 0.8% 22
2021
Q4 		$1.38M Hold
8,699
– – 0.93% 19
2021
Q3 		$1.42M Buy
8,699
+1
+0% +$157 0.98% 19
2021
Q2 		$1.35M Buy
8,698
+1
+0% +$157 1.01% 20
2021
Q1 		$1.35M Hold
8,697
– – 1.12% 20
2020
Q4 		$1.23M Buy
+8,697
New +$972K 1.06% 18

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Clarus Group's JPM Position: Q2 2026 in Review

Clarus Group reduced its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, selling an estimated $75.8K and leaving 4,866 shares worth $1.59M. The position accounts for 0.54% of the portfolio, ranked #24.

Clarus Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.03M in Q4 2024. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clarus Group held 4,866 shares of JPMorgan Chase worth $1.59M as of Q2 2026.
  • Clarus Group sold 244 JPMorgan Chase shares in Q2 2026, an estimated $75.8K.
  • JPMorgan Chase made up 0.54% of Clarus Group's portfolio in Q2 2026, its #24 holding.
  • Clarus Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Clarus Group's JPMorgan Chase position peaked at $2.03M in Q4 2024.
  • 2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.