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Clune & Associates, Ltd.

SEC CIK
0002055816
Latest filing
Jul 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Clune & Associates, Ltd., 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)
2,309
Value
$755.8K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of JPM by Clune & Associates, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,309$755.8K0.1%−953−29.2%ReducedHolders
Q1 20263,262$959.5K0.2%00.0%UnchangedHolders
Q4 20253,262$1.05M0.2%−155−4.5%ReducedHolders
Q3 20253,417$1.08M0.3%+255+8.1%AddedHolders
Q2 20253,162$916.7K0.3%+532+20.2%AddedHolders
Q1 20252,630$645.1K0.2%−43−1.6%ReducedHolders
Q4 20242,673$640.7K0.2%–No prior filingHolders