SEC 13F Intelligence

Clearstead Advisors, LLC / JPM

Clearstead Advisors, LLC’s Jpmorgan Chase & Co Position

Does Clearstead Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 289.9K shares worth $85M (+0.78% of its 13F portfolio) as of Q1 2026, up from 259.9K shares the prior filed quarter.

Position Value
$85M
Q1 2026
Shares
289.9K
% of Portfolio
+0.78%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $18MQ2 ’19: $20MQ3 ’19: $22MQ4 ’19: $26MQ4 ’19Q1 ’20: $16MQ2 ’20: $17MQ3 ’20: $18MQ4 ’20: $25MQ4 ’20Q1 ’21: $30MQ2 ’21: $31MQ3 ’21: $33MQ4 ’21: $15MQ4 ’21Q1 ’22: $13MQ2 ’22: $11MQ3 ’22: $10MQ4 ’22: $13MQ4 ’22Q1 ’23: $13MQ2 ’23: $17MQ3 ’23: $35MQ4 ’23: $20MQ4 ’23Q1 ’24: $23MQ2 ’24: $50MQ3 ’24: $53MQ4 ’24: $61MQ4 ’24Q1 ’25: $62MQ2 ’25: $77MQ3 ’25: $81MQ4 ’25: $84MQ4 ’25Q1 ’26: $85Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026289.9K$85M+0.78%
Q4 2025259.9K$84M+1.06%
Q3 2025256.9K$81M+1.06%
Q2 2025264.2K$77M+1.08%
Q1 2025252.8K$62M+0.96%
Q4 2024254.1K$61M+0.92%
Q3 2024250.4K$53M+0.82%
Q2 2024248.9K$50M+0.86%
Q1 2024118.0K$23M+1.16%
Q4 2023120.5K$20M+1.09%
Q3 2023240.3K$35M+1.01%
Q2 2023115.7K$17M+1.02%
Q1 2023100.2K$13M+0.95%
Q4 202298.7K$13M+1.04%
Q3 202299.0K$10M+0.95%
Q2 2022100.9K$11M+0.89%
Q1 202297.7K$13M+0.90%
Q4 202192.2K$15M+0.99%
Q3 2021198.7K$33M+2.43%
Q2 2021198.5K$31M+2.38%
Q1 2021199.0K$30M+2.52%
Q4 2020194.1K$25M+2.24%
Q3 2020189.8K$18M+1.96%
Q2 2020185.3K$17M+2.02%
Q1 2020182.2K$16M+2.39%
Q4 2019183.1K$26M+3.10%
Q3 2019182.9K$22M+2.88%
Q2 2019182.4K$20M+2.72%
Q1 2019178.0K$18M+2.48%
Q4 2018177.9K$17M+2.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clearstead Advisors, LLC’s full portfolio or all institutional holders of JPM.