Clear Rock Advisors, LLC

SEC CIK: 0001810372
Latest filing: Sep 3, 2024

SEC filings (opens in a new tab)

JPM holding history

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

JPM overview All 13F holders of JPM Full Q2 2024 holdings

Shares (Q2 2024): 15,969
Value: $3.23M
% of portfolio: 1.4%
Quarters held: 3; Since Q4 2023

Holdings of JPM by Clear Rock Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	15,969	$3.23M	1.4%	+40+0.3%	Added	Holders
Q1 2024	15,929	$3.19M	1.4%	+94+0.6%	Added	Holders
Q4 2023	15,835	$2.77M	1.3%	–	No prior filing	Holders