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Clearwater Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Clearwater Capital 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
2026
Q1 		$1.27M Buy
4,317
+61
+1% +$18.5K 0.1% 62
2025
Q4 		$1.37M Sell
4,256
-144
-3% -$44.6K 0.11% 62
2025
Q3 		$1.39M Buy
4,400
+18
+0.4% +$5.35K 0.12% 63
2025
Q2 		$1.27M Sell
4,382
-16
-0.4% -$4.08K 0.12% 66
2025
Q1 		$1.08M Buy
4,398
+90
+2% +$22.9K 0.1% 71
2024
Q4 		$1.03M Sell
4,308
-418
-9% -$97.4K 0.1% 74
2024
Q3 		$997K Buy
4,726
+2,301
+95% +$485K 0.1% 78
2024
Q2 		$491K Buy
2,425
+1,125
+87% +$220K 0.05% 100
2024
Q1 		$260K Sell
1,300
-82
-6% -$14.8K 0.03% 140
2023
Q4 		$235K Buy
+1,382
New +$209K 0.03% 142
2023
Q3 		– Sell
-1,421
Closed -$207K – 149
2023
Q2 		$207K Buy
+1,421
New +$195K 0.02% 141
2023
Q1 		– Sell
-1,685
Closed -$226K – 158
2022
Q4 		$226K Buy
+1,685
New +$214K 0.03% 143
2022
Q2 		– Sell
-1,635
Closed -$223K – 162
2022
Q1 		$223K Sell
1,635
-75
-4% -$11.1K 0.03% 156
2021
Q4 		$271K Sell
1,710
-344
-17% -$56.5K 0.03% 142
2021
Q3 		$336K Sell
2,054
-18
-0.9% -$2.82K 0.04% 121
2021
Q2 		$322K Sell
2,072
-74
-3% -$11.6K 0.04% 126
2021
Q1 		$327K Sell
2,146
-74
-3% -$10.6K 0.04% 124
2020
Q4 		$282K Sell
2,220
-496
-18% -$55.4K 0.04% 128
2020
Q3 		$261K Hold
2,716
– – 0.04% 121
2020
Q2 		$255K Sell
2,716
-330
-11% -$31.3K 0.04% 123
2020
Q1 		$274K Sell
3,046
-1,037
-25% -$126K 0.06% 130
2019
Q4 		$569K Sell
4,083
-160
-4% -$20.5K 0.09% 118
2019
Q3 		$499K Sell
4,243
-1,086
-20% -$123K 0.09% 133
2019
Q2 		$596K Sell
5,329
-1,026
-16% -$113K 0.11% 130
2019
Q1 		$643K Sell
6,355
-770
-11% -$79.3K 0.12% 131
2018
Q4 		$696K Buy
7,125
+1,295
+22% +$138K 0.15% 130
2018
Q3 		$658K Buy
5,830
+612
+12% +$69.5K 0.13% 128
2018
Q2 		$544K Hold
5,218
– – 0.11% 127
2018
Q1 		$574K Hold
5,218
– – 0.12% 122
2017
Q4 		$558K Sell
5,218
-185
-3% -$18.7K 0.12% 119
2017
Q3 		$521K Buy
5,403
+366
+7% +$33.8K 0.12% 118
2017
Q2 		$469K Sell
5,037
-60
-1% -$5.18K 0.12% 115
2017
Q1 		$439K Sell
5,097
-190
-4% -$16.8K 0.12% 116
2016
Q4 		$461K Buy
5,287
+146
+3% +$11.1K 0.16% 103
2016
Q3 		$342K Buy
5,141
+692
+16% +$45.1K 0.12% 111
2016
Q2 		$268K Buy
+4,449
New +$278K 0.1% 114

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clearwater Capital Advisors's JPM Position: Q1 2026 in Review

Clearwater Capital Advisors increased its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, buying an estimated $18.5K and bringing the position to 4,317 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #62.

Clearwater Capital Advisors first reported a position in JPM in Q2 2016 and has held it in 36 quarters since. The position peaked at $1.39M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Clearwater Capital Advisors held 4,317 shares of JPMorgan Chase worth $1.27M as of Q1 2026.
  • Clearwater Capital Advisors bought 61 JPMorgan Chase shares in Q1 2026, an estimated $18.5K.
  • JPMorgan Chase made up 0.1% of Clearwater Capital Advisors's portfolio in Q1 2026, its #62 holding.
  • Clearwater Capital Advisors first reported a position in JPMorgan Chase in Q2 2016 and has held it in 36 quarters since.
  • Clearwater Capital Advisors's JPMorgan Chase position peaked at $1.39M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.