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Total Clarity Wealth Management’s JPMorgan Chase JPM Stock Holding History

Total Clarity Wealth Management’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 		$3.49M Buy
11,858
+161
+1% +$48.9K 0.82% 34
2025
Q4 		$3.77M Buy
11,697
+4
+0% +$1.24K 0.91% 29
2025
Q3 		$3.69M Buy
11,693
+368
+3% +$109K 0.98% 27
2025
Q2 		$3.28M Buy
11,325
+90
+0.8% +$23K 0.94% 31
2025
Q1 		$2.69M Hold
11,235
– – 0.88% 33
2024
Q4 		$2.69M Buy
11,235
+139
+1% +$32.4K 0.88% 33
2024
Q3 		$2.34M Buy
11,096
+332
+3% +$69.9K 0.75% 35
2024
Q2 		$2.18M Sell
10,764
-277
-3% -$54.2K 0.76% 37
2024
Q1 		$2.21M Buy
11,041
+1,773
+19% +$320K 0.77% 34
2023
Q4 		$1.58M Sell
9,268
-11
-0.1% -$1.67K 0.65% 43
2023
Q3 		$1.35M Sell
9,279
-194
-2% -$29.1K 0.65% 43
2023
Q2 		$1.38M Buy
9,473
+551
+6% +$75.8K 0.68% 37
2023
Q1 		$1.16M Sell
8,922
-3,651
-29% -$500K 0.63% 45
2022
Q4 		$1.69M Buy
12,573
+489
+4% +$62K 0.86% 24
2022
Q3 		$1.26M Buy
12,084
+654
+6% +$75.1K 0.79% 37
2022
Q2 		$1.29M Buy
11,430
+407
+4% +$50.4K 0.67% 37
2022
Q1 		$1.5M Buy
11,023
+767
+7% +$113K 0.82% 34
2021
Q4 		$1.62M Buy
10,256
+64
+0.6% +$10.5K 0.74% 29
2021
Q3 		$1.67M Buy
10,192
+295
+3% +$46.2K 0.79% 31
2021
Q2 		$1.54M Buy
9,897
+402
+4% +$63.1K 0.86% 33
2021
Q1 		$1.45M Sell
9,495
-92
-1% -$13.2K 0.83% 28
2020
Q4 		$1.22M Sell
9,587
-44
-0.5% -$4.92K 0.85% 33
2020
Q3 		$927K Buy
9,631
+227
+2% +$22.3K 0.81% 33
2020
Q2 		$885K Buy
9,404
+163
+2% +$15.5K 0.81% 36
2020
Q1 		$832K Sell
9,241
-310
-3% -$37.7K 1.29% 23
2019
Q4 		$1.33M Buy
+9,551
New +$1.22M 1% 24

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Total Clarity Wealth Management's JPM Position: Q1 2026 in Review

Total Clarity Wealth Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, buying an estimated $48.9K and bringing the position to 11,858 shares worth $3.49M. The position accounts for 0.82% of the portfolio, ranked #34.

Total Clarity Wealth Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.77M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Total Clarity Wealth Management held 11,858 shares of JPMorgan Chase worth $3.49M as of Q1 2026.
  • Total Clarity Wealth Management bought 161 JPMorgan Chase shares in Q1 2026, an estimated $48.9K.
  • JPMorgan Chase made up 0.82% of Total Clarity Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Total Clarity Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Total Clarity Wealth Management's JPMorgan Chase position peaked at $3.77M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.