Clough Capital Partners’s JPMorgan Chase JPM Stock Holding History

Clough Capital Partners’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	$15.1M	Sell	51,360 -650	-1%	-$197K	1.45%	28
2025 Q4	$16.8M	Sell	52,010 -690	-1%	-$214K	1.49%	26
2025 Q3	$16.6M	Sell	52,700 -700	-1%	-$208K	1.46%	28
2025 Q2	$15.5M	Hold	53,400	–	–	1.54%	24
2025 Q1	$13.1M	Hold	53,400	–	–	1.64%	24
2024 Q4	$12.8M	Sell	53,400 -2,800	-5%	-$652K	1.45%	24
2024 Q3	$11.9M	Hold	56,200	–	–	1.21%	28
2024 Q2	$11.4M	Hold	56,200	–	–	1.24%	30
2024 Q1	$11.3M	Hold	56,200	–	–	1.24%	36
2023 Q4	$9.56M	Sell	56,200 -8,000	-12%	-$1.21M	1.06%	32
2023 Q3	$9.31M	Hold	64,200	–	–	1%	32
2023 Q2	$9.34M	Buy	64,200 +1,700	+3%	+$234K	0.94%	35
2023 Q1	$8.14M	Hold	62,500	–	–	0.88%	37
2022 Q4	$8.38M	Buy	+62,500	New	+$7.92M	0.85%	39
2021 Q3	–	Sell	-11,420	Closed	-$1.78M	–	133
2021 Q2	$1.78M	Sell	11,420 -165,030	-94%	-$25.9M	0.1%	97
2021 Q1	$26.9M	Buy	176,450 +26,997	+18%	+$3.88M	1.2%	24
2020 Q4	$19M	Sell	149,453 -47,650	-24%	-$5.33M	1.35%	27
2020 Q3	$19M	Hold	197,103	–	–	1.36%	25
2020 Q2	$18.5M	Sell	197,103 -145,500	-42%	-$13.8M	1.81%	15
2020 Q1	$30.8M	Buy	342,603 +108,703	+46%	+$13.2M	3.07%	6
2019 Q4	$32.6M	Sell	233,900 -12,100	-5%	-$1.55M	2.78%	7
2019 Q3	$29M	Buy	246,000 +62,200	+34%	+$7.04M	2.39%	10
2019 Q2	$20.5M	Buy	183,800 +105,600	+135%	+$11.6M	2.02%	12
2019 Q1	$7.92M	Sell	78,200 -63,900	-45%	-$6.58M	0.69%	47
2018 Q4	$13.9M	Sell	142,100 -145,300	-51%	-$15.5M	1.63%	17
2018 Q3	$32.4M	Buy	287,400 +1,500	+0.5%	+$170K	3.06%	8
2018 Q2	$29.8M	Buy	285,900 +700	+0.2%	+$76.8K	2.66%	12
2018 Q1	$31.4M	Sell	285,200 -71,900	-20%	-$8.14M	3%	9
2017 Q4	$38.2M	Buy	357,100 +34,300	+11%	+$3.47M	3.18%	8
2017 Q3	$30.8M	Buy	322,800 +247,800	+330%	+$22.9M	2.07%	15
2017 Q2	$6.86M	Buy	+75,000	New	+$6.47M	0.48%	54
2017 Q1	–	Sell	-122,080	Closed	-$10.5M	–	166
2016 Q4	$10.5M	Sell	122,080 -145,520	-54%	-$11.1M	0.7%	47
2016 Q3	$17.8M	Sell	267,600 -10,200	-4%	-$665K	0.93%	38
2016 Q2	$17.3M	Sell	277,800 -30,500	-10%	-$1.91M	0.92%	36
2016 Q1	$18.3M	Buy	308,300 +37,400	+14%	+$2.18M	0.86%	37
2015 Q4	$17.9M	Buy	270,900 +70,000	+35%	+$4.56M	0.84%	39
2015 Q3	$12.2M	Buy	+200,900	New	+$13.2M	0.53%	62
2015 Q2	–	Sell	-131,900	Closed	-$7.99M	–	220
2015 Q1	$7.99M	Buy	+131,900	New	+$7.81M	0.26%	112
2014 Q3	–	Sell	-417,800	Closed	-$24.1M	–	196
2014 Q2	$24.1M	Buy	417,800 +210,200	+101%	+$11.8M	0.76%	45
2014 Q1	$12.6M	Sell	207,600 -105,600	-34%	-$6.1M	0.39%	90
2013 Q4	$18.3M	Sell	313,200 -34,700	-10%	-$1.9M	0.6%	67
2013 Q3	$18M	Buy	347,900 +213,100	+158%	+$11.4M	0.56%	76
2013 Q2	$7.12M	Buy	+134,800	New	+$6.85M	0.24%	129

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clough Capital Partners's JPM Position: Q1 2026 in Review

Clough Capital Partners reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, selling an estimated $197K and leaving 51,360 shares worth $15.1M. The position accounts for 1.45% of the portfolio, ranked #28.

Clough Capital Partners first reported a position in JPM in Q2 2013 and has held it in 43 quarters since. The position peaked at $38.2M in Q4 2017. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Clough Capital Partners held 51,360 shares of JPMorgan Chase worth $15.1M as of Q1 2026.
Clough Capital Partners sold 650 JPMorgan Chase shares in Q1 2026, an estimated $197K.
JPMorgan Chase made up 1.45% of Clough Capital Partners's portfolio in Q1 2026, its #28 holding.
Clough Capital Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 43 quarters since.
Clough Capital Partners's JPMorgan Chase position peaked at $38.2M in Q4 2017.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Clough Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.