Skip to content
Disclosery

Clarity Wealth Advisors, LLC: JPM position timeline

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

Clarity Wealth Advisors, LLC held 33,494 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,494 shares
    Change vs previous 13F -153 shares

    1.93% of the 13F portfolio, value $10,963,636.

    13F-HR 0001767384-26-000004 filed by Clarity Wealth Advisors, 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 33,647 shares
    Change vs previous 13F +152 shares

    2.04% of the 13F portfolio, value $9,897,458.

    13F-HR 0001767384-26-000002 filed by Clarity Wealth Advisors, 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 33,495 shares
    Change vs previous 13F -116 shares

    2.2% of the 13F portfolio, value $10,792,719.

    13F-HR 0001767384-26-000001 filed by Clarity Wealth Advisors, 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 33,611 shares
    Change vs previous 13F -73 shares

    2.34% of the 13F portfolio, value $10,601,835.

    13F-HR 0001767384-25-000002 filed by Clarity Wealth Advisors, 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 33,684 shares
    Change vs previous 13F +186 shares

    2.41% of the 13F portfolio, value $9,765,299.

    13F-HR 0001085146-25-004654 filed by Clarity Wealth Advisors, 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 33,498 shares
    Change vs previous 13F +287 shares

    2.28% of the 13F portfolio, value $8,216,974.

    13F-HR 0001085146-25-002498 filed by Clarity Wealth Advisors, 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 33,211 shares
    Change vs previous 13F +578 shares

    2.17% of the 13F portfolio, value $7,960,997.

    13F-HR 0001085146-25-000530 filed by Clarity Wealth Advisors, 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 32,633 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $6,880,939.

    13F-HR 0001085146-24-005016 filed by Clarity Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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