St. Clair Advisors’s JPMorgan Chase JPM Stock Holding History

St. Clair 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	$2M	Hold	6,116	–	–	0.52%	36
2026 Q1	$1.8M	Sell	6,116 -75	-1%	-$22.8K	0.48%	38
2025 Q4	$1.99M	Hold	6,191	–	–	0.51%	34
2025 Q3	$1.95M	Buy	6,191 +31	+0.5%	+$9.22K	0.52%	34
2025 Q2	$1.79M	Sell	6,160 -200	-3%	-$51K	0.47%	36
2025 Q1	$1.56M	Hold	6,360	–	–	0.44%	36
2024 Q4	$1.52M	Buy	6,360 +605	+11%	+$141K	0.44%	38
2024 Q3	$1.21M	Sell	5,755 -100	-2%	-$21.1K	0.34%	41
2024 Q2	$1.18M	Hold	5,855	–	–	0.38%	37
2024 Q1	$1.17M	Hold	5,855	–	–	0.38%	38
2023 Q4	$996K	Hold	5,855	–	–	0.34%	47
2023 Q3	$849K	Hold	5,855	–	–	0.33%	44
2023 Q2	$852K	Buy	5,855 +554	+10%	+$76.2K	0.33%	42
2023 Q1	$691K	Buy	5,301 +3,000	+130%	+$411K	0.3%	45
2022 Q4	$309K	Buy	+2,301	New	+$292K	0.19%	45
2022 Q1	–	Sell	-1,285	Closed	-$203K	–	47
2021 Q4	$203K	Sell	1,285 -881	-41%	-$145K	0.12%	49
2021 Q3	$355K	Buy	+2,166	New	+$340K	0.25%	39
2021 Q2	–	Sell	-1,569	Closed	-$239K	–	43
2021 Q1	$239K	Sell	1,569 -100	-6%	-$14.4K	0.19%	38
2020 Q4	$212K	Buy	+1,669	New	+$187K	0.2%	42

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

St. Clair Advisors's JPM Position: Q2 2026 in Review

St. Clair Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,116 shares worth $2M. The position accounts for 0.52% of the portfolio, ranked #36.

St. Clair Advisors first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

St. Clair Advisors held 6,116 shares of JPMorgan Chase worth $2M as of Q2 2026.
St. Clair Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.52% of St. Clair Advisors's portfolio in Q2 2026, its #36 holding.
St. Clair Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.