SEC 13F Intelligence

Clear Point Advisors Inc. / JPM

Clear Point Advisors Inc.’s Jpmorgan Chase & Co Position

Does Clear Point Advisors Inc. own Jpmorgan Chase & Co (JPM)? Yes — 146.4K shares worth $8M (+6.37% of its 13F portfolio) as of Q1 2026, up from 1.5K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
146.4K
% of Portfolio
+6.37%
Quarters Held
9
currently held

Position History JPM

Reported value by quarter
Q1 ’24: $246,381Q1 ’24Q2 ’24: $249,363Q3 ’24: $260,506Q3 ’24Q4 ’24: $293,440Q1 ’25: $287,345Q1 ’25Q2 ’25: $340,423Q3 ’25: $416,855Q3 ’25Q4 ’25: $428,425Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026146.4K$8M+6.37%
Q4 20251.5K$428,425+0.33%
Q3 20251.3K$416,855+0.32%
Q2 20251.2K$340,423+0.29%
Q1 20251.2K$287,345+0.26%
Q4 20241.2K$293,440+0.25%
Q3 20241.2K$260,506+0.20%
Q2 20241.2K$249,363+0.20%
Q1 20241.2K$246,381+0.20%

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