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Livermore
Livermore
ZHEN

Clarity Wealth Advisors, LLC

SEC CIK
0001767384
Latest filing
Jul 24, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Clarity Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
33,494
Value
$11.0M
% of portfolio
1.9%
Quarters held
22
Since Q1 2021
Holdings of JPM by Clarity Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,494$11.0M1.9%−153−0.5%ReducedHolders
Q1 202633,647$9.90M2.0%+152+0.5%AddedHolders
Q4 202533,495$10.8M2.2%−116−0.3%ReducedHolders
Q3 202533,611$10.6M2.3%−73−0.2%ReducedHolders
Q2 202533,684$9.77M2.4%+186+0.6%AddedHolders
Q1 202533,498$8.22M2.3%+287+0.9%AddedHolders
Q4 202433,211$7.96M2.2%+578+1.8%AddedHolders
Q3 202432,633$6.88M2.0%+928+2.9%AddedHolders
Q2 202431,705$6.41M2.1%−1,385−4.2%ReducedHolders
Q1 202433,090$6.63M2.2%+342+1.0%AddedHolders
Q4 202332,748$5.57M2.1%+2,490+8.2%AddedHolders
Q3 202330,258$4.39M2.0%+2,371+8.5%AddedHolders
Q2 202327,887$4.06M1.8%+1,409+5.3%AddedHolders
Q1 202326,478$3.45M1.8%+1,149+4.5%AddedHolders
Q4 202225,329$3.40M2.0%+259+1.0%AddedHolders
Q3 202225,070$2.62M1.6%+2,403+10.6%AddedHolders
Q2 202222,667$2.55M1.5%+1,670+8.0%AddedHolders
Q1 202220,997$2.86M1.4%+1,944+10.2%AddedHolders
Q4 202119,053$3.02M1.4%+1,908+11.1%AddedHolders
Q3 202117,145$2.81M1.4%+1,780+11.6%AddedHolders
Q2 202115,365$2.39M1.2%+1,370+9.8%AddedHolders
Q1 202113,995$2.13M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.