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Clune & Associates’s JPMorgan Chase JPM Stock Holding History

Clune & Associates’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 		$704K Sell
2,127
-182
-8% -$63.7K 0.11% 92
2026
Q2 		$756K Sell
2,309
-953
-29% -$296K 0.11% 93
2026
Q1 		$960K Hold
3,262
– – 0.18% 90
2025
Q4 		$1.05M Sell
3,262
-155
-5% -$48K 0.23% 89
2025
Q3 		$1.08M Buy
3,417
+255
+8% +$75.8K 0.27% 84
2025
Q2 		$917K Buy
3,162
+532
+20% +$136K 0.25% 85
2025
Q1 		$645K Sell
2,630
-43
-2% -$11K 0.2% 91
2024
Q4 		$641K Buy
+2,673
New +$623K 0.21% 89

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Clune & Associates's JPM Position: Q3 2026 in Review

Clune & Associates reduced its JPMorgan Chase (JPM) stake by 7.9% in Q3 2026, selling an estimated $63.7K and leaving 2,127 shares worth $704K. The position accounts for 0.11% of the portfolio, ranked #92.

Clune & Associates first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q3 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Clune & Associates held 2,127 shares of JPMorgan Chase worth $704K as of Q3 2026.
  • Clune & Associates sold 182 JPMorgan Chase shares in Q3 2026, an estimated $63.7K.
  • JPMorgan Chase made up 0.11% of Clune & Associates's portfolio in Q3 2026, its #92 holding.
  • Clune & Associates first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • Clune & Associates's JPMorgan Chase position peaked at $1.08M in Q3 2025.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.