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Clark Capital Management Group, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clark Capital Management Group, Inc. on JPM, newest first. How the timeline and the estimate are built.

Clark Capital Management Group, Inc. held 857,246 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 857,246 shares
    Change vs previous 13F +11,448 shares

    1.53% of the 13F portfolio, value $280,602,373.

    13F-HR 0001398344-26-014041 filed by Clark Capital Management Group, Inc.
    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 845,798 shares
    Change vs previous 13F +66,862 shares

    1.54% of the 13F portfolio, value $248,799,817.

    13F-HR 0001398344-26-009246 filed by Clark Capital Management Group, Inc.
    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 778,936 shares
    Change vs previous 13F -90,988 shares

    1.54% of the 13F portfolio, value $250,988,622.

    13F-HR 0001398344-26-003209 filed by Clark Capital Management Group, Inc.
    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 869,924 shares
    Change vs previous 13F +39,855 shares

    1.72% of the 13F portfolio, value $274,400,001.

    13F-HR 0001398344-25-020886 filed by Clark Capital Management Group, Inc.
    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 830,069 shares
    Change vs previous 13F +52,056 shares

    1.67% of the 13F portfolio, value $240,645,265.

    13F-HR 0001398344-25-015403 filed by Clark Capital Management Group, Inc.
    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 778,013 shares
    Change vs previous 13F +89,934 shares

    1.37% of the 13F portfolio, value $190,846,606.

    13F-HR 0001398344-25-009622 filed by Clark Capital Management Group, Inc.
    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 688,079 shares
    Change vs previous 13F -68,727 shares

    1.15% of the 13F portfolio, value $164,939,312.

    13F-HR 0001398344-25-002780 filed by Clark Capital Management Group, Inc.
    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 756,806 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $159,580,071.

    13F-HR 0001398344-24-020717 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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