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Disclosery

Clifford Group, LLC: JPM position timeline

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

Clifford Group, LLC held 5,361 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,361 shares
    Change vs previous 13F +5 shares

    1.21% of the 13F portfolio, value $1,754,859.

    13F-HR 0001965522-26-000004 filed by Clifford Group, 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 5,356 shares
    Change vs previous 13F +46 shares

    1.21% of the 13F portfolio, value $1,575,664.

    13F-HR 0001965522-26-000003 filed by Clifford Group, 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 5,310 shares
    Change vs previous 13F -43 shares

    1.32% of the 13F portfolio, value $1,711,136.

    13F-HR 0001965522-26-000002 filed by Clifford Group, 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 5,353 shares
    Change vs previous 13F -159 shares

    1.32% of the 13F portfolio, value $1,688,634.

    13F-HR 0001965522-25-000007 filed by Clifford Group, 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 5,512 shares
    Change vs previous 13F -225 shares

    1.31% of the 13F portfolio, value $1,598,101.

    13F-HR 0001965522-25-000006 filed by Clifford Group, 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 5,737 shares
    Change vs previous 13F +46 shares

    1.31% of the 13F portfolio, value $1,407,377.

    13F-HR 0001965522-25-000005 filed by Clifford Group, 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 5,691 shares
    Change vs previous 13F -3 shares

    1.04% of the 13F portfolio, value $1,364,266.

    13F-HR 0001965522-25-000002 filed by Clifford Group, 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 5,694 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,200,691.

    13F-HR 0001965522-24-000004 filed by Clifford Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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