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McClarren Financial Advisors’s JPMorgan Chase JPM Stock Holding History

McClarren Financial Advisors’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 		$360K Buy
1,101
+3
+0.3% +$932 0.19% 61
2026
Q1 		$323K Sell
1,098
-937
-46% -$284K 0.19% 64
2025
Q4 		$353K Buy
2,035
+735
+57% +$228K 0.21% 56
2025
Q3 		$345K Buy
1,300
+209
+19% +$62.2K 0.21% 59
2025
Q2 		$316K Sell
1,091
-63
-5% -$16.1K 0.21% 60
2025
Q1 		$266K Buy
1,154
+69
+6% +$17.6K 0.18% 62
2024
Q4 		$260K Buy
1,085
+3
+0.3% +$699 0.73% 23
2024
Q3 		$433 Sell
1,082
-333
-24% -$70.1K 0.05% 55
2024
Q2 		$218K Buy
1,415
+357
+34% +$69.8K 0.15% 65
2024
Q1 		$212K Buy
1,058
+4
+0.4% +$722 0.15% 67
2023
Q4 		$179K Buy
1,054
+6
+0.6% +$909 0.14% 74
2023
Q3 		$152K Buy
1,048
+4
+0.4% +$600 0.13% 79
2023
Q2 		$151K Buy
1,044
+404
+63% +$55.6K 0.12% 80
2023
Q1 		$82K Buy
640
+2
+0.3% +$274 0.07% 112
2022
Q4 		$85K Buy
638
+3
+0.5% +$380 0.08% 112
2022
Q3 		$66K Buy
+635
New +$72.9K 0.07% 109
2022
Q2 		– Sell
-635
Closed -$86K – 152
2022
Q1 		$86K Hold
635
– – 0.06% 95
2021
Q4 		$100K Buy
635
+157
+33% +$25.8K 0.07% 100
2021
Q3 		$78K Buy
478
+12
+3% +$1.88K 0.06% 93
2021
Q2 		$72K Buy
466
+2
+0.4% +$314 0.06% 97
2021
Q1 		$71K Buy
464
+4
+0.9% +$575 0.06% 95
2020
Q4 		$58K Buy
+460
New +$51.4K 0.06% 94

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

McClarren Financial Advisors's JPM Position: Q2 2026 in Review

McClarren Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.27% in Q2 2026, buying an estimated $932 and bringing the position to 1,101 shares worth $360K. The position accounts for 0.19% of the portfolio, ranked #61.

McClarren Financial Advisors first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McClarren Financial Advisors held 1,101 shares of JPMorgan Chase worth $360K as of Q2 2026.
  • McClarren Financial Advisors bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 0.19% of McClarren Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • McClarren Financial Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.