CLG LLC
JPM icon

CLG LLC’s JPMorgan Chase JPM Stock Holding History

CLG LLC’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
Q3 		$860K Buy
2,601
+70
+3% +$24.5K 0.18% 61
2026
Q2 		$828K Sell
2,531
-303
-11% -$94.1K 0.18% 69
2026
Q1 		$834K Sell
2,834
-39
-1% -$11.8K 0.21% 56
2025
Q4 		$926K Sell
2,873
-32
-1% -$9.9K 0.23% 54
2025
Q3 		$916K Buy
2,905
+26
+0.9% +$7.73K 0.25% 55
2025
Q2 		$835K Sell
2,879
-119
-4% -$30.4K 0.26% 57
2025
Q1 		$735K Buy
2,998
+32
+1% +$8.16K 0.26% 61
2024
Q4 		$711K Buy
+2,966
New +$691K 0.25% 63

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

CLG LLC's JPM Position: Q3 2026 in Review

CLG LLC increased its JPMorgan Chase (JPM) stake by 2.8% in Q3 2026, buying an estimated $24.5K and bringing the position to 2,601 shares worth $860K. The position accounts for 0.18% of the portfolio, ranked #61.

CLG LLC first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $926K in Q4 2025. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • CLG LLC held 2,601 shares of JPMorgan Chase worth $860K as of Q3 2026.
  • CLG LLC bought 70 JPMorgan Chase shares in Q3 2026, an estimated $24.5K.
  • JPMorgan Chase made up 0.18% of CLG LLC's portfolio in Q3 2026, its #61 holding.
  • CLG LLC first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • CLG LLC's JPMorgan Chase position peaked at $926K in Q4 2025.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.