CWA
JPM icon

Clearview Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Clearview Wealth 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
2025
Q4 		$941K Sell
2,921
-115
-4% -$35.6K 0.6% 37
2025
Q3 		$958K Sell
3,036
-67
-2% -$19.9K 0.61% 38
2025
Q2 		$900K Buy
3,103
+1
+0% +$255 0.63% 38
2025
Q1 		$761K Sell
3,102
-754
-20% -$192K 0.57% 37
2024
Q4 		$924K Sell
3,856
-32
-0.8% -$7.45K 0.7% 33
2024
Q3 		$820K Sell
3,888
-189
-5% -$39.8K 0.63% 33
2024
Q2 		$825K Sell
4,077
-180
-4% -$35.2K 0.72% 32
2024
Q1 		$853K Sell
4,257
-1,192
-22% -$215K 0.87% 27
2023
Q4 		$927K Sell
5,449
-6
-0.1% -$909 1.08% 28
2023
Q3 		$791K Sell
5,455
-211
-4% -$31.6K 0.98% 33
2023
Q2 		$824K Sell
5,666
-197
-3% -$27.1K 0.84% 32
2023
Q1 		$764K Sell
5,863
-2,253
-28% -$309K 0.77% 33
2022
Q4 		$1.09M Sell
8,116
-19
-0.2% -$2.41K 0.84% 25
2022
Q3 		$850K Buy
8,135
+115
+1% +$13.2K 0.67% 25
2022
Q2 		$903K Buy
8,020
+99
+1% +$12.3K 0.68% 26
2022
Q1 		$1.08M Sell
7,921
-322
-4% -$47.5K 0.71% 25
2021
Q4 		$1.3M Buy
8,243
+406
+5% +$66.7K 0.8% 27
2021
Q3 		$1.28M Buy
7,837
+195
+3% +$30.6K 0.81% 28
2021
Q2 		$1.19M Buy
7,642
+360
+5% +$56.5K 0.73% 33
2021
Q1 		$1.11M Buy
7,282
+849
+13% +$122K 0.72% 33
2020
Q4 		$817K Buy
+6,433
New +$719K 0.55% 40

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clearview Wealth Advisors's JPM Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 3.8% in Q4 2025, selling an estimated $35.6K and leaving 2,921 shares worth $941K. The position accounts for 0.6% of the portfolio, ranked #37.

Clearview Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.3M in Q4 2021. 5,142 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Clearview Wealth Advisors held 2,921 shares of JPMorgan Chase worth $941K as of Q4 2025.
  • Clearview Wealth Advisors sold 115 JPMorgan Chase shares in Q4 2025, an estimated $35.6K.
  • JPMorgan Chase made up 0.6% of Clearview Wealth Advisors's portfolio in Q4 2025, its #37 holding.
  • Clearview Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's JPMorgan Chase position peaked at $1.3M in Q4 2021.
  • 5,142 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.