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Clifford Group’s JPMorgan Chase JPM Stock Holding History

Clifford Group’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
Q2 		$1.75M Buy
5,361
+5
+0.1% +$1.55K 1.21% 17
2026
Q1 		$1.58M Buy
5,356
+46
+0.9% +$14K 1.21% 16
2025
Q4 		$1.71M Sell
5,310
-43
-0.8% -$13.3K 1.32% 14
2025
Q3 		$1.69M Sell
5,353
-159
-3% -$47.3K 1.32% 15
2025
Q2 		$1.6M Sell
5,512
-225
-4% -$57.4K 1.31% 15
2025
Q1 		$1.41M Buy
5,737
+46
+0.8% +$11.7K 1.31% 15
2024
Q4 		$1.36M Sell
5,691
-3
-0.1% -$699 1.04% 19
2024
Q3 		$1.2M Sell
5,694
-80
-1% -$16.9K 0.93% 20
2024
Q2 		$1.17M Sell
5,774
-99
-2% -$19.4K 0.94% 19
2024
Q1 		$1.18M Sell
5,873
-83
-1% -$15K 0.97% 20
2023
Q4 		$1.01M Buy
5,956
+31
+0.5% +$4.7K 0.94% 20
2023
Q3 		$859K Sell
5,925
-1,021
-15% -$153K 0.93% 23
2023
Q2 		$1.01M Buy
6,946
+770
+12% +$106K 1.09% 18
2023
Q1 		$805K Buy
6,176
+208
+3% +$28.5K 0.98% 18
2022
Q4 		$800K Buy
+5,968
New +$756K 1% 20

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clifford Group's JPM Position: Q2 2026 in Review

Clifford Group increased its JPMorgan Chase (JPM) stake by 0.09% in Q2 2026, buying an estimated $1.55K and bringing the position to 5,361 shares worth $1.75M. The position accounts for 1.21% of the portfolio, ranked #17.

Clifford Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clifford Group held 5,361 shares of JPMorgan Chase worth $1.75M as of Q2 2026.
  • Clifford Group bought 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
  • JPMorgan Chase made up 1.21% of Clifford Group's portfolio in Q2 2026, its #17 holding.
  • Clifford Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.