Clear Street’s JPMorgan Chase JPM Stock Holding History

Clear Street’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 Q1	–	Sell	-250,000	Closed	-$80.6M	–	1137
2025 Q4	$80.6M	Sell	250,000 -325,000	-57%	-$101M	0.3%	45
2025 Q3	$181M	Hold	575,000	–	–	0.62%	31
2025 Q2	$167M	Buy	575,000 +425,000	+283%	+$108M	0.67%	26
2025 Q1	$36.8M	Sell	150,000 -50,000	-25%	-$12.7M	0.32%	36
2024 Q4	$47.9M	Hold	200,000	–	–	0.48%	30
2024 Q3	$42.2M	Hold	200,000	–	–	0.48%	37
2024 Q2	$40.5M	Buy	+200,000	New	+$39.1M	0.38%	42
2024 Q1	–	Sell	-200,000	Closed	-$34M	–	827
2023 Q4	$34M	Buy	+200,000	New	+$30.3M	0.84%	19
2023 Q2	–	Sell	-300,000	Closed	-$39.1M	–	1348
2023 Q1	$39.1M	Buy	+300,000	New	+$41.1M	1.39%	21
2022 Q4	–	Sell	-300,000	Closed	-$31.4M	–	1112
2022 Q3	$31.4M	Buy	+300,000	New	+$34.4M	0.73%	25
2022 Q2	–	Sell	-100,000	Closed	-$13.6M	–	1038
2022 Q1	$13.6M	Buy	+100,000	New	+$14.8M	1.7%	11

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clear Street's JPM Position: Q1 2026 in Review

Clear Street sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 251,776 shares — an estimated $81.1M sold.

Clear Street first reported a position in JPM in Q1 2022 and held it in 11 quarters. The position peaked at $184M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Clear Street reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Clear Street sold 251,776 JPMorgan Chase shares in Q1 2026, an estimated $81.1M.
Clear Street first reported a position in JPMorgan Chase in Q1 2022 and held it in 11 quarters.
Clear Street's JPMorgan Chase position peaked at $184M in Q3 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.