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Clear Investment Research’s JPMorgan Chase JPM Stock Holding History

Clear Investment Research’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
-125
Closed -$36.8K – 135
2026
Q1 		$36.8K Buy
+125
New +$37.9K 0.06% 122
2025
Q4 		– Sell
-122
Closed -$38.8K – 143
2025
Q3 		$38.8K Sell
122
-14
-10% -$4.16K 0.05% 133
2025
Q2 		$39.5K Buy
136
+1
+0.7% +$255 0.05% 120
2025
Q1 		$33.2K Sell
135
-3
-2% -$765 0.04% 127
2024
Q4 		$33.3K Hold
138
– – 0.04% 125
2024
Q3 		$29.1K Buy
138
+8
+6% +$1.69K 0.04% 130
2024
Q2 		$26.4K Sell
130
-4
-3% -$782 0.03% 125
2024
Q1 		$26.9K Sell
134
-5
-4% -$902 0.04% 128
2023
Q4 		$23.7K Sell
139
-2
-1% -$303 0.03% 142
2023
Q3 		$20.5K Buy
141
+3
+2% +$450 0.04% 111
2023
Q2 		$20.2K Buy
138
+16
+13% +$2.2K 0.03% 115
2023
Q1 		$15.9K Buy
122
+1
+0.8% +$137 0.03% 117
2022
Q4 		$16K Buy
121
+1
+0.8% +$127 0.03% 110
2022
Q3 		$13K Buy
120
+4
+3% +$459 0.03% 112
2022
Q2 		$16K Hold
116
– – 0.04% 96
2022
Q1 		$16K Buy
116
+63
+119% +$9.3K 0.03% 104
2021
Q4 		$8K Buy
53
+51
+2,550% +$8.38K 0.01% 118
2021
Q3 		$0 Buy
2
+1
+100% +$157 ﹤0.01% 144
2021
Q2 		$0 Buy
+1
New +$157 ﹤0.01% 145
2019
Q4 		– Sell
-35
Closed -$4K – 239
2019
Q3 		$4K Hold
35
– – 0.01% 92
2019
Q2 		$4K Hold
35
– – 0.01% 92
2019
Q1 		$4K Hold
35
– – 0.01% 89
2018
Q4 		$3K Hold
35
– – ﹤0.01% 88
2018
Q3 		$4K Buy
+35
New +$3.97K 0.01% 87

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clear Investment Research's JPM Position: Q2 2026 in Review

Clear Investment Research sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 125 shares — an estimated $36.8K sold.

Clear Investment Research first reported a position in JPM in Q3 2018 and held it in 24 quarters. The position peaked at $39.5K in Q2 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clear Investment Research reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 125 JPMorgan Chase shares in Q2 2026, an estimated $36.8K.
  • Clear Investment Research first reported a position in JPMorgan Chase in Q3 2018 and held it in 24 quarters.
  • Clear Investment Research's JPMorgan Chase position peaked at $39.5K in Q2 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.