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JPMorgan Chase & Co. shares owned by Clarion Wealth Managment Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Clarion Wealth Managment Partners from 13F filings

Historical chart of Clarion Wealth Managment Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Clarion Wealth Managment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Clarion Wealth Managment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $646k 2.0k 315.45
2025-06-30 $583k 2.0k 289.91

More positions owned by Clarion Wealth Managment Partners

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
American Healthcare Reit Com Shs (AHR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Etf Opportunities Trust Applied Fina Val (VSLU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Val Etf (IWD)
Home Depot (HD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Amazon (AMZN)
Tapestry (TPR)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)

View all positions for Clarion Wealth Managment Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.