A detailed history of Clark Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clark Asset Management, LLC holds 2,540 shares of JPM stock, worth $617,778. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,540
Previous 1,763 44.07%
Holding current value
$617,778
Previous $423 Million 47.43%
% of portfolio
0.1%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025

BUY
$225.19 - $279.95 $174,972 - $217,521
777 Added 44.07%
2,540 $623 Million
Q4 2024

Apr 02, 2025

BUY
$205.18 - $250.29 $361,732 - $441,261
1,763 New
1,763 $423 Million
Q3 2024

Apr 28, 2025

BUY
$194.9 - $224.8 $121,032 - $139,600
621 Added 38.1%
2,251 $475 Million
Q2 2024

Apr 28, 2025

BUY
$180.08 - $204.79 $111,109 - $126,355
617 Added 60.91%
1,630 $330 Million
Q1 2024

Apr 28, 2025

SELL
$167.09 - $200.3 $125,317 - $150,225
-750 Reduced 42.54%
1,013 $203 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $713B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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