JPMorgan Chase & Co. shares owned by Clark Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Clark Asset Management
from 13F filings
Historical chart of Clark Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Clark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 7.9k | 315.43 |
| 2025-06-30 | $2.2M | 7.7k | 289.91 |
| 2025-03-31 | $623k | 2.5k | 245.30 |
| 2024-09-30 | $475k | 2.3k | 210.86 |
| 2024-06-30 | $330k | 1.6k | 202.26 |
| 2024-03-31 | $203k | 1.0k | 200.30 |