Clear Trail Advisors, LLC

SEC CIK: 0002097856
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Clear Trail 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 2026 holdings

Shares (Q2 2026): 54,669
Value: $17.9M
% of portfolio: 2.7%
Quarters held: 3; Since Q4 2025

Holdings of JPM by Clear Trail Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	54,669	$17.9M	2.7%	−961−1.7%	Reduced	Holders
Q1 2026	55,630	$16.4M	2.7%	+959+1.8%	Added	Holders
Q4 2025	54,671	$17.6M	4.1%	–	No prior filing	Holders