Clarus Group
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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
Q3 		$1.36M Sell
4,107
-759
-16% -$265K 0.45% 28
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 		$1.36M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Clarus Group's JPM Position: Q3 2026 in Review

Clarus Group reduced its JPMorgan Chase (JPM) stake by 16% in Q3 2026, selling an estimated $265K and leaving 4,107 shares worth $1.36M. The position accounts for 0.45% of the portfolio, ranked #28.

Clarus Group first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.03M in Q4 2024. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Clarus Group held 4,107 shares of JPMorgan Chase worth $1.36M as of Q3 2026.
  • Clarus Group sold 759 JPMorgan Chase shares in Q3 2026, an estimated $265K.
  • JPMorgan Chase made up 0.45% of Clarus Group's portfolio in Q3 2026, its #28 holding.
  • Clarus Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Clarus Group's JPMorgan Chase position peaked at $2.03M in Q4 2024.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Clarus Group's 13F filing for Q3 2026, filed 21 Oct 2026.