JPM — JPMORGAN CHASE & COMPANY

Ownership history in Clarus Group, Inc.  ·  20 quarters on record

This page tracks every 13F SEC filing in which Clarus Group, Inc. reported a position in JPMORGAN CHASE & COMPANY (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.26% (2023 Q2)
Avg. % of fund
0.9%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,165 -159 -3.0% 0.60% $1.7M $320.77
2025 Q3 REDUCED 5,324 -182 -3.3% 0.58% $1.7M $312.49
2025 Q2 REDUCED 5,506 -82 -1.5% 0.59% $1.6M $285.83
2025 Q1 REDUCED 5,588 -2,860 -33.9% 0.53% $1.4M $240.37
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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