SEC 13F Intelligence

Clifford Group, LLC / JPM

Clifford Group, LLC’s Jpmorgan Chase & Co Position

Does Clifford Group, LLC own Jpmorgan Chase & Co (JPM)? Yes — 5.4K shares worth $2M (+1.21% of its 13F portfolio) as of Q1 2026, up from 5.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.4K
% of Portfolio
+1.21%
Quarters Held
14
currently held

Position History JPM

Reported value by quarter
Q4 ’22: $800,285Q4 ’22Q1 ’23: $804,812Q2 ’23: $1MQ2 ’23Q3 ’23: $859,263Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.4K$2M+1.21%
Q4 20255.3K$2M+1.32%
Q3 20255.4K$2M+1.32%
Q2 20255.5K$2M+1.31%
Q1 20255.7K$1M+1.31%
Q4 20245.7K$1M+1.04%
Q3 20245.7K$1M+0.93%
Q2 20245.8K$1M+0.94%
Q1 20245.9K$1M+0.97%
Q4 20236.0K$1M+0.94%
Q3 20235.9K$859,263+0.93%
Q2 20236.9K$1M+1.09%
Q1 20236.2K$804,812+0.98%
Q4 20226.0K$800,285+1.00%

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