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JPMorgan Chase & Co. shares owned by Clark Wealth Partners

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $883k 2.7k 322.20
2025-09-30 $883k 2.7k 322.20
2025-06-30 $135k 467 289.96
2025-03-31 $113k 462 245.26
2024-12-31 $110k 460 239.81

More positions owned by Clark Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Hdg Msci Eafe (HEFA)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
McDonald's Corporation (MCD)
International Business Machines (IBM)

View all positions for Clark Wealth Partners

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.