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Clean Yield Group’s JPMorgan Chase JPM Stock Holding History

Clean Yield 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 		$768K Buy
2,347
+139
+6% +$43.2K 0.19% 81
2026
Q1 		$650K Hold
2,208
– – 0.18% 81
2025
Q4 		$711K Buy
2,208
+148
+7% +$45.8K 0.2% 79
2025
Q3 		$650K Buy
2,060
+106
+5% +$31.5K 0.18% 81
2025
Q2 		$566K Hold
1,954
– – 0.17% 83
2025
Q1 		$479K Hold
1,954
– – 0.16% 89
2024
Q4 		$468K Buy
1,954
+236
+14% +$55K 0.15% 94
2024
Q3 		$362K Sell
1,718
-55
-3% -$11.6K 0.11% 105
2024
Q2 		$359K Buy
1,773
+55
+3% +$10.8K 0.13% 92
2024
Q1 		$344K Sell
1,718
-360
-17% -$65K 0.13% 98
2023
Q4 		$353K Hold
2,078
– – 0.15% 94
2023
Q3 		$304K Sell
2,078
-147
-7% -$22K 0.13% 99
2023
Q2 		$324K Hold
2,225
– – 0.13% 95
2023
Q1 		$290K Sell
2,225
-136
-6% -$18.6K 0.12% 105
2022
Q4 		$317K Buy
2,361
+644
+38% +$81.6K 0.14% 101
2022
Q3 		$179K Hold
1,717
– – 0.08% 132
2022
Q2 		$193K Buy
1,717
+278
+19% +$34.4K 0.08% 137
2022
Q1 		$196K Sell
1,439
-1,063
-42% -$157K 0.07% 144
2021
Q4 		$396K Buy
2,502
+619
+33% +$102K 0.13% 107
2021
Q3 		$308K Buy
1,883
+131
+7% +$20.5K 0.1% 123
2021
Q2 		$272K Buy
1,752
+35
+2% +$5.5K 0.09% 123
2021
Q1 		$261K Sell
1,717
-50
-3% -$7.19K 0.1% 121
2020
Q4 		$225K Buy
1,767
+63
+4% +$7.04K 0.08% 133
2020
Q3 		$164K Buy
1,704
+74
+5% +$7.27K 0.07% 135
2020
Q2 		$153K Sell
1,630
-217
-12% -$20.6K 0.07% 135
2020
Q1 		$166K Sell
1,847
-4,459
-71% -$542K 0.08% 124
2019
Q4 		$879K Sell
6,306
-300
-5% -$38.5K 0.28% 67
2019
Q3 		$777K Buy
6,606
+1,104
+20% +$125K 0.26% 69
2019
Q2 		$615K Buy
5,502
+265
+5% +$29.2K 0.22% 73
2019
Q1 		$530K Buy
5,237
+200
+4% +$20.6K 0.21% 78
2018
Q4 		$492K Buy
5,037
+625
+14% +$66.6K 0.21% 86
2018
Q3 		$498K Sell
4,412
-1,000
-18% -$114K 0.2% 93
2018
Q2 		$564K Buy
5,412
+250
+5% +$27.4K 0.23% 84
2018
Q1 		$568K Sell
5,162
-794
-13% -$89.9K 0.24% 85
2017
Q4 		$637K Sell
5,956
-1,200
-17% -$122K 0.25% 82
2017
Q3 		$683K Hold
7,156
– – 0.28% 78
2017
Q2 		$660K Hold
7,156
– – 0.28% 81
2017
Q1 		$629K Buy
7,156
+4,030
+129% +$356K 0.27% 83
2016
Q4 		$270K Buy
3,126
+270
+9% +$20.6K 0.12% 114
2016
Q3 		$190K Hold
2,856
– – 0.08% 127
2016
Q2 		$177K Hold
2,856
– – 0.08% 127
2016
Q1 		$179K Buy
+2,856
New +$167K 0.08% 127
2015
Q4 		– Sell
-3,256
Closed -$213K – 128
2015
Q3 		$213K Sell
3,256
-1,480
-31% -$96.9K 0.1% 121
2015
Q2 		$321K Hold
4,736
– – 0.15% 106
2015
Q1 		$287K Hold
4,736
– – 0.12% 104
2014
Q4 		$296K Hold
4,736
– – 0.13% 104
2014
Q3 		$285K Hold
4,736
– – 0.14% 101
2014
Q2 		$273K Buy
4,736
+1,268
+37% +$71.3K 0.13% 110
2014
Q1 		$211K Hold
3,468
– – 0.11% 111
2013
Q4 		$203K Buy
+3,468
New +$190K 0.11% 111

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

Clean Yield Group's JPM Position: Q2 2026 in Review

Clean Yield Group increased its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, buying an estimated $43.2K and bringing the position to 2,347 shares worth $768K. The position accounts for 0.19% of the portfolio, ranked #81.

Clean Yield Group first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $879K in Q4 2019. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clean Yield Group held 2,347 shares of JPMorgan Chase worth $768K as of Q2 2026.
  • Clean Yield Group bought 139 JPMorgan Chase shares in Q2 2026, an estimated $43.2K.
  • JPMorgan Chase made up 0.19% of Clean Yield Group's portfolio in Q2 2026, its #81 holding.
  • Clean Yield Group first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
  • Clean Yield Group's JPMorgan Chase position peaked at $879K in Q4 2019.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.