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Disclosery

Clarity Financial LLC: JPM position timeline

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

Clarity Financial LLC held 73,022 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,022 shares
    Change vs previous 13F +20,033 shares

    2.04% of the 13F portfolio, value $23,902,257.

    13F-HR 0002085853-26-000773 filed by Clarity 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 ended2026-03-31
    13F 52,989 shares
    Change vs previous 13F -45,860 shares

    1.7% of the 13F portfolio, value $15,587,358.

    13F-HR 0002085853-26-000550 filed by Clarity 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 ended2025-12-31
    13F 98,849 shares
    Change vs previous 13F +52,037 shares

    2.95% of the 13F portfolio, value $31,850,984.

    13F-HR 0002085853-26-000132 filed by Clarity 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 ended2025-09-30
    13F 46,812 shares
    Change vs previous 13F -6,667 shares

    1.47% of the 13F portfolio, value $14,765,917.

    13F-HR 0002085853-25-000059 filed by Clarity 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 ended2025-06-30
    13F 53,479 shares
    Change vs previous 13F -28,773 shares

    1.67% of the 13F portfolio, value $15,504,055.

    13F-HR 0001667731-25-000877 filed by Clarity 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 ended2025-03-31
    13F 82,252 shares
    Change vs previous 13F +14,206 shares

    2.32% of the 13F portfolio, value $20,176,530.

    13F-HR 0001667731-25-000638 filed by Clarity Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 68,046 shares
    Change vs previous 13F -1,319 shares

    1.95% of the 13F portfolio, value $16,311,398.

    13F-HR 0001667731-25-000095 filed by Clarity Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 69,365 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $14,626,291.

    13F-HR 0001862145-24-000004 filed by Clarity Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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