CFG
JPM icon

Clayton Financial Group’s JPMorgan Chase JPM Stock Holding History

Clayton Financial 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 		– Sell
-1,170
Closed -$344K – 338
2026
Q1 		$344K Hold
1,170
– – 0.18% 50
2025
Q4 		$377K Buy
1,170
+865
+284% +$268K 0.19% 49
2025
Q3 		$96.2K Buy
+305
New +$90.7K 0.07% 69
2025
Q2 		– Sell
-2,914
Closed -$715K – 73
2025
Q1 		$715K Sell
2,914
-195
-6% -$49.7K 0.26% 57
2024
Q4 		$745K Buy
3,109
+155
+5% +$36.1K 0.27% 54
2024
Q3 		$623K Buy
2,954
+599
+25% +$126K 0.23% 62
2024
Q2 		$472K Hold
2,355
– – 0.2% 61
2024
Q1 		$472K Buy
+2,355
New +$425K 0.21% 59

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clayton Financial Group's JPM Position: Q2 2026 in Review

Clayton Financial Group sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,170 shares — an estimated $344K sold.

Clayton Financial Group first reported a position in JPM in Q1 2024 and held it in 8 quarters. The position peaked at $745K in Q4 2024. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clayton Financial Group reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 1,170 JPMorgan Chase shares in Q2 2026, an estimated $344K.
  • Clayton Financial Group first reported a position in JPMorgan Chase in Q1 2024 and held it in 8 quarters.
  • Clayton Financial Group's JPMorgan Chase position peaked at $745K in Q4 2024.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.