Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s JPMorgan Chase JPM Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$143M Buy
484,736
+222,252
+85% +$67.4M 0.33% 67
2025
Q4 		$84.6M Sell
262,484
-197,967
-43% -$61.3M 0.22% 97
2025
Q3 		$145M Buy
460,451
+27,362
+6% +$8.14M 0.46% 39
2025
Q2 		$126M Buy
433,089
+61,706
+17% +$15.7M 0.44% 38
2025
Q1 		$91.1M Buy
371,383
+3,558
+1% +$907K 0.4% 44
2024
Q4 		$88.2M Buy
367,825
+133,139
+57% +$31M 0.4% 44
2024
Q3 		$49.5M Sell
234,686
-327,666
-58% -$69M 0.24% 69
2024
Q2 		$114M Buy
562,352
+484,909
+626% +$94.8M 0.48% 44
2024
Q1 		$15.5M Buy
77,443
+34,658
+81% +$6.25M 0.07% 237
2023
Q4 		$7.28M Buy
42,785
+5,128
+14% +$777K 0.03% 336
2023
Q3 		$5.46M Buy
37,657
+3,471
+10% +$520K 0.03% 373
2023
Q2 		$4.97M Sell
34,186
-111,620
-77% -$15.4M 0.02% 402
2023
Q1 		$19M Buy
145,806
+86,540
+146% +$11.9M 0.1% 163
2022
Q4 		$7.95M Sell
59,266
-279,874
-83% -$35.5M 0.05% 268
2022
Q3 		$35.4M Buy
339,140
+184,331
+119% +$21.2M 0.23% 74
2022
Q2 		$17.4M Buy
154,809
+49,940
+48% +$6.19M 0.11% 145
2022
Q1 		$14.3M Sell
104,869
-392,865
-79% -$58M 0.07% 186
2021
Q4 		$78.8M Buy
497,734
+53,199
+12% +$8.74M 0.38% 54
2021
Q3 		$72.8M Sell
444,535
-67,370
-13% -$10.6M 0.38% 56
2021
Q2 		$79.6M Buy
511,905
+30,470
+6% +$4.79M 0.4% 53
2021
Q1 		$73.3M Sell
481,435
-67,254
-12% -$9.68M 0.41% 48
2020
Q4 		$69.7M Sell
548,689
-36,522
-6% -$4.08M 0.41% 58
2020
Q3 		$56.3M Sell
585,211
-288,131
-33% -$28.3M 0.37% 60
2020
Q2 		$82.1M Buy
873,342
+428,647
+96% +$40.7M 0.58% 38
2020
Q1 		$40M Sell
444,695
-106,068
-19% -$12.9M 0.36% 58
2019
Q4 		$76.8M Sell
550,763
-44,138
-7% -$5.66M 0.53% 38
2019
Q3 		$70M Sell
594,901
-44,672
-7% -$5.05M 0.48% 41
2019
Q2 		$71.5M Sell
639,573
-84,625
-12% -$9.33M 0.46% 46
2019
Q1 		$73.3M Buy
724,198
+60,056
+9% +$6.19M 0.48% 45
2018
Q4 		$64.8M Sell
664,142
-15,350
-2% -$1.64M 0.44% 46
2018
Q3 		$76.7M Sell
679,492
-106,795
-14% -$12.1M 0.43% 48
2018
Q2 		$81.9M Buy
786,287
+381,675
+94% +$41.9M 0.46% 47
2018
Q1 		$44.5M Sell
404,612
-95,325
-19% -$10.8M 0.27% 73
2017
Q4 		$53.5M Buy
499,937
+107,675
+27% +$10.9M 0.31% 64
2017
Q3 		$37.5M Sell
392,262
-91,450
-19% -$8.43M 0.22% 82
2017
Q2 		$44.2M Buy
483,712
+34,275
+8% +$2.96M 0.29% 63
2017
Q1 		$39.5M Buy
449,437
+198,100
+79% +$17.5M 0.26% 70
2016
Q4 		$21.7M Sell
251,337
-1,573
-0.6% -$120K 0.15% 107
2016
Q3 		$16.8M Sell
252,910
-68,500
-21% -$4.47M 0.12% 129
2016
Q2 		$20M Sell
321,410
-35,175
-10% -$2.2M 0.15% 117
2016
Q1 		$21.1M Buy
356,585
+80,825
+29% +$4.72M 0.16% 96
2015
Q4 		$18.2M Sell
275,760
-112,900
-29% -$7.35M 0.15% 93
2015
Q3 		$23.7M Sell
388,660
-94,950
-20% -$6.22M 0.19% 77
2015
Q2 		$32.8M Sell
483,610
-111,200
-19% -$7.26M 0.3% 59
2015
Q1 		$36M Buy
594,810
+238,300
+67% +$14.1M 0.3% 56
2014
Q4 		$22.3M Sell
356,510
-43,200
-11% -$2.6M 0.18% 69
2014
Q3 		$24.1M Buy
399,710
+800
+0.2% +$46.8K 0.19% 62
2014
Q2 		$24.5M Buy
398,910
+145,600
+57% +$8.19M 0.17% 76
2014
Q1 		$17M Buy
253,310
+150,800
+147% +$8.72M 0.12% 89
2013
Q4 		$6.37M Sell
102,510
-81,635
-44% -$4.47M 0.05% 134
2013
Q3 		$9.78M Buy
184,145
+51,800
+39% +$2.78M 0.09% 80
2013
Q2 		$7.37M Buy
+132,345
New +$6.73M 0.07% 87

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Connor, Clark & Lunn Investment Management (CC&L)'s JPM Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its JPMorgan Chase (JPM) stake by 85% in Q1 2026, buying an estimated $67.4M and bringing the position to 484,736 shares worth $143M. The position accounts for 0.33% of the portfolio, ranked #67.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $145M in Q3 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 484,736 shares of JPMorgan Chase worth $143M as of Q1 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 222,252 JPMorgan Chase shares in Q1 2026, an estimated $67.4M.
  • JPMorgan Chase made up 0.33% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #67 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s JPMorgan Chase position peaked at $145M in Q3 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.