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Disclosery

Claris Financial LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Claris Financial LLC on JPM, newest first. How the timeline and the estimate are built.

Claris Financial LLC held 9,121 JPM shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 9,121 shares
    Change vs previous 13F +130 shares

    1.47% of the 13F portfolio, value $2,683,100.

    13F-HR 0001213900-26-058149 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 8,991 shares
    Change vs previous 13F +20 shares

    1.54% of the 13F portfolio, value $2,897,000.

    13F-HR 0001213900-26-018373 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 8,971 shares
    Change vs previous 13F +1,702 shares

    1.61% of the 13F portfolio, value $2,829,625.

    13F-HR 0001213900-26-040912 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 7,269 shares
    Change vs previous 13F -1,888 shares

    1.59% of the 13F portfolio, value $2,107,275.

    13F-HR 0001213900-25-080559 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 9,157 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $2,195,292.

    13F-HR 0001213900-25-055338 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 9,157 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,195,292.

    13F-HR 0001213900-25-054892 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).