Clay Northam Wealth Management’s JPMorgan Chase JPM Stock Holding History

Clay Northam Wealth Management’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	$801K	Hold	2,447	–	–	0.39%	46
2026 Q1	$720K	Buy	2,447 +10	+0.4%	+$3.04K	0.4%	43
2025 Q4	$785K	Hold	2,437	–	–	0.44%	39
2025 Q3	$769K	Hold	2,437	–	–	0.44%	40
2025 Q2	$707K	Buy	2,437 +40	+2%	+$10.2K	0.45%	38
2025 Q1	$588K	Hold	2,397	–	–	0.41%	41
2024 Q4	$575K	Buy	2,397 +140	+6%	+$32.6K	0.37%	42
2024 Q3	$476K	Hold	2,257	–	–	0.33%	43
2024 Q2	$457K	Hold	2,257	–	–	0.35%	45
2024 Q1	$452K	Hold	2,257	–	–	0.36%	42
2023 Q4	$384K	Buy	2,257 +16	+0.7%	+$2.42K	0.34%	48
2023 Q3	$325K	Hold	2,241	–	–	0.32%	49
2023 Q2	$326K	Sell	2,241 -20	-0.9%	-$2.75K	0.31%	50
2023 Q1	$295K	Hold	2,261	–	–	0.3%	57
2022 Q4	$303K	Hold	2,261	–	–	0.35%	52
2022 Q3	$236K	Hold	2,261	–	–	0.29%	64
2022 Q2	$255K	Sell	2,261 -325	-13%	-$40.3K	0.32%	61
2022 Q1	$353K	Sell	2,586 -25	-1%	-$3.69K	0.36%	54
2021 Q4	$413K	Buy	+2,611	New	+$429K	0.39%	52

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clay Northam Wealth Management's JPM Position: Q2 2026 in Review

Clay Northam Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,447 shares worth $801K. The position accounts for 0.39% of the portfolio, ranked #46.

Clay Northam Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Clay Northam Wealth Management held 2,447 shares of JPMorgan Chase worth $801K as of Q2 2026.
Clay Northam Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.39% of Clay Northam Wealth Management's portfolio in Q2 2026, its #46 holding.
Clay Northam Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.