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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
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 $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

Clifford Group's JPM Position: Q1 2026 in Review

Clifford Group increased its JPMorgan Chase (JPM) stake by 0.87% in Q1 2026, buying an estimated $14K and bringing the position to 5,356 shares worth $1.58M. The position accounts for 1.21% of the portfolio, ranked #16.

Clifford Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.71M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Clifford Group held 5,356 shares of JPMorgan Chase worth $1.58M as of Q1 2026.
  • Clifford Group bought 46 JPMorgan Chase shares in Q1 2026, an estimated $14K.
  • JPMorgan Chase made up 1.21% of Clifford Group's portfolio in Q1 2026, its #16 holding.
  • Clifford Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Clifford Group's JPMorgan Chase position peaked at $1.71M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.