CRA
JPM icon

Clear Rock Advisors’s JPMorgan Chase JPM Stock Holding History

Clear Rock 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
2024
Q2 		$3.23M Buy
15,969
+40
+0.3% +$7.82K 1.38% 22
2024
Q1 		$3.19M Buy
15,929
+94
+0.6% +$17K 1.39% 21
2023
Q4 		$2.77M Buy
+15,835
New +$2.4M 1.25% 24

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clear Rock Advisors's JPM Position: Q2 2024 in Review

Clear Rock Advisors increased its JPMorgan Chase (JPM) stake by 0.25% in Q2 2024, buying an estimated $7.82K and bringing the position to 15,969 shares worth $3.23M. The position accounts for 1.38% of the portfolio, ranked #22.

Clear Rock Advisors first reported a position in JPM in Q4 2023 and has held it in 3 quarters since. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Clear Rock Advisors held 15,969 shares of JPMorgan Chase worth $3.23M as of Q2 2024.
  • Clear Rock Advisors bought 40 JPMorgan Chase shares in Q2 2024, an estimated $7.82K.
  • JPMorgan Chase made up 1.38% of Clear Rock Advisors's portfolio in Q2 2024, its #22 holding.
  • Clear Rock Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 3 quarters since.
  • 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.