Clearstead Trust’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 | $11.7M | Sell |
39,656
-59
| -0.1% | -$17.9K | 1.9% | 13 |
|
|
2025
Q4 | $12.8M | Buy |
39,715
+2,986
| +8% | +$924K | 2.01% | 12 |
|
|
2025
Q3 | $11.6M | Buy |
36,729
+1,267
| +4% | +$377K | 1.98% | 11 |
|
|
2025
Q2 | $10.3M | Buy |
35,462
+1,603
| +5% | +$409K | 1.95% | 11 |
|
|
2025
Q1 | $8.31M | Sell |
33,859
-1,311
| -4% | -$334K | 1.85% | 12 |
|
|
2024
Q4 | $8.43M | Buy |
35,170
+5,708
| +19% | +$1.33M | 1.82% | 12 |
|
|
2024
Q3 | $6.21M | Buy |
29,462
+303
| +1% | +$63.8K | 1.49% | 16 |
|
|
2024
Q2 | $5.9M | Buy |
29,159
+502
| +2% | +$98.1K | 1.47% | 12 |
|
|
2024
Q1 | $5.74M | Sell |
28,657
-5,017
| -15% | -$905K | 1.5% | 13 |
|
|
2023
Q4 | $5.73M | Buy |
33,674
+6,073
| +22% | +$920K | 1.57% | 12 |
|
|
2023
Q3 | $4M | Sell |
27,601
-3,527
| -11% | -$529K | 1.32% | 13 |
|
|
2023
Q2 | $4.13M | Buy |
31,128
+34
| +0.1% | +$4.68K | 1.33% | 14 |
|
|
2023
Q1 | $4.05M | Sell |
31,094
-447
| -1% | -$61.2K | 1.29% | 15 |
|
|
2022
Q4 | $4.23M | Buy |
31,541
+197
| +0.6% | +$25K | 1.41% | 18 |
|
|
2022
Q3 | $3.27M | Buy |
31,344
+3,737
| +14% | +$429K | 1.14% | 20 |
|
|
2022
Q2 | $3.11M | Buy |
27,607
+1,146
| +4% | +$142K | 2.36% | 18 |
|
|
2022
Q1 | $3.61M | Buy |
26,461
+317
| +1% | +$46.8K | 2.34% | 18 |
|
|
2021
Q4 | $4.14M | Buy |
26,144
+118
| +0.5% | +$19.4K | 2.44% | 16 |
|
|
2021
Q3 | $4.26M | Buy |
26,026
+1,480
| +6% | +$232K | 2.7% | 10 |
|
|
2021
Q2 | $3.82M | Sell |
24,546
-119
| -0.5% | -$18.7K | 2.49% | 11 |
|
|
2021
Q1 | $3.75M | Buy |
24,665
+832
| +3% | +$120K | 2.78% | 11 |
|
|
2020
Q4 | $3.03M | Buy |
23,833
+212
| +0.9% | +$23.7K | 1.8% | 16 |
|
|
2020
Q3 | $2.27M | Sell |
23,621
-305
| -1% | -$30K | 1.81% | 20 |
|
|
2020
Q2 | $2.25M | Buy |
23,926
+5,933
| +33% | +$563K | 1.9% | 18 |
|
|
2020
Q1 | $1.62M | Buy |
17,993
+449
| +3% | +$54.6K | 1.47% | 25 |
|
|
2019
Q4 | $2.45M | Sell |
17,544
-368
| -2% | -$47.2K | 1.79% | 22 |
|
|
2019
Q3 | $2.11M | Sell |
17,912
-514
| -3% | -$58.1K | 1.64% | 23 |
|
|
2019
Q2 | $2.06M | Buy |
18,426
+1,028
| +6% | +$113K | 1.64% | 22 |
|
|
2019
Q1 | $1.76M | Buy |
17,398
+3,468
| +25% | +$357K | 1.47% | 23 |
|
|
2018
Q4 | $1.36M | Sell |
13,930
-6,089
| -30% | -$649K | 1.26% | 23 |
|
|
2018
Q3 | $2.26M | Buy |
20,019
+2,733
| +16% | +$310K | 1.73% | 21 |
|
|
2018
Q2 | $1.8M | Buy |
17,286
+2,904
| +20% | +$319K | 1.61% | 21 |
|
|
2018
Q1 | $1.58M | Buy |
14,382
+12,897
| +868% | +$1.46M | 1.36% | 26 |
|
|
2017
Q4 | $159K | Hold |
1,485
| – | – | 0.11% | 114 |
|
|
2017
Q3 | $142K | Hold |
1,485
| – | – | 0.11% | 125 |
|
|
2017
Q2 | $136K | Buy |
+1,485
| New | +$128K | 0.11% | 115 |
|
Other funds holding JPM
VCM
VPM
Clearstead Trust's JPM Position: Q1 2026 in Review
Clearstead Trust reduced its JPMorgan Chase (JPM) stake by 0.15% in Q1 2026, selling an estimated $17.9K and leaving 39,656 shares worth $11.7M. The position accounts for 1.9% of the portfolio, ranked #13.
Clearstead Trust first reported a position in JPM in Q2 2017 and has held it in 36 quarters since. The position peaked at $12.8M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Clearstead Trust held 39,656 shares of JPMorgan Chase worth $11.7M as of Q1 2026.
- Clearstead Trust sold 59 JPMorgan Chase shares in Q1 2026, an estimated $17.9K.
- JPMorgan Chase made up 1.9% of Clearstead Trust's portfolio in Q1 2026, its #13 holding.
- Clearstead Trust first reported a position in JPMorgan Chase in Q2 2017 and has held it in 36 quarters since.
- Clearstead Trust's JPMorgan Chase position peaked at $12.8M in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.