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Clarus Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Clarus Wealth Advisors’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 		$565K Sell
1,709
-124
-7% -$38.5K 0.22% 65
2026
Q1 		$545K Buy
1,833
+355
+24% +$108K 0.23% 66
2025
Q4 		$460K Buy
1,478
+200
+16% +$61.9K 0.19% 65
2025
Q3 		$396K Sell
1,278
-88
-6% -$26.2K 0.18% 64
2025
Q2 		$386K Sell
1,366
-119
-8% -$30.4K 0.18% 64
2025
Q1 		$348K Buy
1,485
+498
+50% +$127K 0.19% 67
2024
Q4 		$241K Sell
987
-454
-32% -$106K 0.12% 108
2024
Q3 		$304K Buy
1,441
+23
+2% +$4.84K 0.15% 98
2024
Q2 		$295K Sell
1,418
-60
-4% -$11.7K 0.16% 96
2024
Q1 		$289K Sell
1,478
-124
-8% -$22.4K 0.16% 100
2023
Q4 		$268K Buy
+1,602
New +$243K 0.16% 97
2023
Q2 		$260K Sell
1,802
-43
-2% -$5.91K 0.16% 104
2023
Q1 		$235K Sell
1,845
-101
-5% -$13.8K 0.15% 108
2022
Q4 		$270K Buy
1,946
+8
+0.4% +$1.01K 0.18% 104
2022
Q3 		$203K Buy
+1,938
New +$222K 0.14% 106
2022
Q1 		– Sell
-1,250
Closed -$211K – 122
2021
Q4 		$211K Buy
+1,250
New +$205K 0.12% 95
2021
Q2 		– Sell
-1,466
Closed -$229K – 118
2021
Q1 		$229K Sell
1,466
-155
-10% -$22.3K 0.14% 115
2020
Q4 		$224K Buy
+1,621
New +$181K 0.15% 119
2019
Q3 		– Sell
-2,153
Closed -$241K – 369
2019
Q2 		$241K Buy
2,153
+2,104
+4,294% +$232K 0.17% 89
2019
Q1 		$5K Sell
49
-100
-67% -$10.3K ﹤0.01% 576
2018
Q4 		$15K Hold
149
– – 0.02% 447
2018
Q3 		$17K Sell
149
-9
-6% -$1.02K 0.01% 464
2018
Q2 		$17K Buy
+158
New +$17.3K 0.01% 446

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Clarus Wealth Advisors's JPM Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 6.8% in Q2 2026, selling an estimated $38.5K and leaving 1,709 shares worth $565K. The position accounts for 0.22% of the portfolio, ranked #65.

Clarus Wealth Advisors first reported a position in JPM in Q2 2018 and has held it in 23 quarters since. 2,985 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clarus Wealth Advisors held 1,709 shares of JPMorgan Chase worth $565K as of Q2 2026.
  • Clarus Wealth Advisors sold 124 JPMorgan Chase shares in Q2 2026, an estimated $38.5K.
  • JPMorgan Chase made up 0.22% of Clarus Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Clarus Wealth Advisors first reported a position in JPMorgan Chase in Q2 2018 and has held it in 23 quarters since.
  • 2,985 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.