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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clune & Associates's JPM Position: Q2 2026 in Review

Clune & Associates reduced its JPMorgan Chase (JPM) stake by 29% in Q2 2026, selling an estimated $296K and leaving 2,309 shares worth $756K. The position accounts for 0.11% of the portfolio, ranked #93.

Clune & Associates first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Clune & Associates held 2,309 shares of JPMorgan Chase worth $756K as of Q2 2026.
Clune & Associates sold 953 JPMorgan Chase shares in Q2 2026, an estimated $296K.
JPMorgan Chase made up 0.11% of Clune & Associates's portfolio in Q2 2026, its #93 holding.
Clune & Associates first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's JPMorgan Chase position peaked at $1.08M in Q3 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.