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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 		$433K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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. The position peaked at $433K in Q3 2024. 5,155 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.
  • McClarren Financial Advisors's JPMorgan Chase position peaked at $433K in Q3 2024.
  • 5,155 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.