Clearstead Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $85.3M | Buy |
289,929
+29,997
| +12% | +$9.1M | 0.78% | 27 |
|
|
2025
Q4 | $83.8M | Buy |
259,932
+3,014
| +1% | +$933K | 1.06% | 18 |
|
|
2025
Q3 | $81M | Sell |
256,918
-7,267
| -3% | -$2.16M | 1.06% | 17 |
|
|
2025
Q2 | $76.6M | Buy |
264,185
+11,416
| +5% | +$2.91M | 1.08% | 19 |
|
|
2025
Q1 | $62M | Sell |
252,769
-1,344
| -0.5% | -$343K | 0.96% | 21 |
|
|
2024
Q4 | $60.9M | Buy |
254,113
+3,708
| +1% | +$864K | 0.92% | 21 |
|
|
2024
Q3 | $52.8M | Buy |
250,405
+1,538
| +0.6% | +$324K | 0.82% | 24 |
|
|
2024
Q2 | $50.3M | Buy |
248,867
+130,904
| +111% | +$25.6M | 0.86% | 23 |
|
|
2024
Q1 | $23.4M | Sell |
117,963
-2,549
| -2% | -$460K | 1.16% | 19 |
|
|
2023
Q4 | $20.5M | Sell |
120,512
-119,816
| -50% | -$18.2M | 1.09% | 18 |
|
|
2023
Q3 | $34.9M | Buy |
240,328
+124,676
| +108% | +$18.7M | 1.01% | 21 |
|
|
2023
Q2 | $16.8M | Buy |
115,652
+15,498
| +15% | +$2.13M | 1.02% | 18 |
|
|
2023
Q1 | $13.1M | Buy |
100,154
+1,457
| +1% | +$200K | 0.95% | 18 |
|
|
2022
Q4 | $13.2M | Sell |
98,697
-305
| -0.3% | -$38.6K | 1.04% | 18 |
|
|
2022
Q3 | $10.3M | Sell |
99,002
-1,912
| -2% | -$219K | 0.95% | 19 |
|
|
2022
Q2 | $11.4M | Buy |
100,914
+3,248
| +3% | +$402K | 0.89% | 23 |
|
|
2022
Q1 | $13.3M | Buy |
97,666
+5,421
| +6% | +$800K | 0.9% | 19 |
|
|
2021
Q4 | $14.6M | Sell |
92,245
-106,492
| -54% | -$17.5M | 0.99% | 17 |
|
|
2021
Q3 | $32.5M | Buy |
198,737
+228
| +0.1% | +$35.7K | 2.43% | 8 |
|
|
2021
Q2 | $30.9M | Sell |
198,509
-490
| -0.2% | -$77K | 2.38% | 8 |
|
|
2021
Q1 | $30.3M | Buy |
198,999
+4,922
| +3% | +$708K | 2.52% | 7 |
|
|
2020
Q4 | $24.7M | Buy |
194,077
+4,309
| +2% | +$482K | 2.24% | 7 |
|
|
2020
Q3 | $18.3M | Buy |
189,768
+4,507
| +2% | +$443K | 1.96% | 8 |
|
|
2020
Q2 | $17.4M | Buy |
185,261
+3,038
| +2% | +$288K | 2.02% | 10 |
|
|
2020
Q1 | $16.4M | Sell |
182,223
-839
| -0.5% | -$102K | 2.39% | 8 |
|
|
2019
Q4 | $25.5M | Buy |
183,062
+125
| +0.1% | +$16K | 3.1% | 5 |
|
|
2019
Q3 | $21.5M | Buy |
182,937
+523
| +0.3% | +$59.2K | 2.88% | 6 |
|
|
2019
Q2 | $20.4M | Buy |
182,414
+4,453
| +3% | +$491K | 2.72% | 5 |
|
|
2019
Q1 | $18M | Buy |
177,961
+54
| +0% | +$5.56K | 2.48% | 7 |
|
|
2018
Q4 | $17.4M | Buy |
177,907
+422
| +0.2% | +$45K | 2.7% | 4 |
|
|
2018
Q3 | $20M | Buy |
177,485
+1,690
| +1% | +$192K | 2.75% | 7 |
|
|
2018
Q2 | $18.3M | Sell |
175,795
-175
| -0.1% | -$19.2K | 2.61% | 7 |
|
|
2018
Q1 | $19.4M | Buy |
175,970
+791
| +0.5% | +$89.6K | 2.8% | 6 |
|
|
2017
Q4 | $18.7M | Buy |
175,179
+1,363
| +0.8% | +$138K | 2.54% | 9 |
|
|
2017
Q3 | $16.6M | Sell |
173,816
-3,287
| -2% | -$303K | 2.16% | 9 |
|
|
2017
Q2 | $16.2M | Buy |
177,103
+6,807
| +4% | +$587K | 2.36% | 10 |
|
|
2017
Q1 | $15M | Buy |
170,296
+111,873
| +191% | +$9.87M | 2.17% | 10 |
|
|
2016
Q4 | $5.04M | Buy |
+58,423
| New | +$4.46M | 0.82% | 19 |
|
Other funds holding JPM
VCM
VPM
Clearstead Advisors's JPM Position: Q1 2026 in Review
Clearstead Advisors increased its JPMorgan Chase (JPM) stake by 12% in Q1 2026, buying an estimated $9.1M and bringing the position to 289,929 shares worth $85.3M. The position accounts for 0.78% of the portfolio, ranked #27.
Clearstead Advisors first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Clearstead Advisors held 289,929 shares of JPMorgan Chase worth $85.3M as of Q1 2026.
- Clearstead Advisors bought 29,997 JPMorgan Chase shares in Q1 2026, an estimated $9.1M.
- JPMorgan Chase made up 0.78% of Clearstead Advisors's portfolio in Q1 2026, its #27 holding.
- Clearstead Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.