Clear Point Advisors’s JPMorgan Chase JPM Stock Holding History

Clear Point 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	$416K	Sell	1,272 -145,120	-99%	-$45.1M	0.37%	63
2026 Q1	$8.22M	Buy	146,392 +144,851	+9,400%	+$44M	6.37%	4
2025 Q4	$428K	Buy	1,541 +219	+17%	+$67.8K	0.33%	84
2025 Q3	$417K	Buy	1,322 +148	+13%	+$44K	0.32%	83
2025 Q2	$340K	Buy	1,174 +3	+0.3%	+$766	0.29%	88
2025 Q1	$287K	Sell	1,171 -53	-4%	-$13.5K	0.26%	88
2024 Q4	$293K	Sell	1,224 -11	-0.9%	-$2.56K	0.25%	93
2024 Q3	$261K	Buy	1,235 +2	+0.2%	+$421	0.2%	98
2024 Q2	$249K	Buy	1,233 +3	+0.2%	+$587	0.2%	96
2024 Q1	$246K	Sell	1,230 -14	-1%	-$2.53K	0.2%	97
2023 Q4	$212K	Buy	+1,244	New	+$189K	0.19%	97

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Clear Point Advisors's JPM Position: Q2 2026 in Review

Clear Point Advisors reduced its JPMorgan Chase (JPM) stake by 99% in Q2 2026, selling an estimated $45.1M and leaving 1,272 shares worth $416K. The position accounts for 0.37% of the portfolio, ranked #63.

Clear Point Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.22M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Clear Point Advisors held 1,272 shares of JPMorgan Chase worth $416K as of Q2 2026.
Clear Point Advisors sold 145,120 JPMorgan Chase shares in Q2 2026, an estimated $45.1M.
JPMorgan Chase made up 0.37% of Clear Point Advisors's portfolio in Q2 2026, its #63 holding.
Clear Point Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Clear Point Advisors's JPMorgan Chase position peaked at $8.22M in Q1 2026.
3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.