Clarus Wealth Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1730149 PEORIA, AZ

Position in JPM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$559,406

+$20,211 QoQ

Shares Held

1,709

-6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#4,185

of 5,058 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clarus Wealth Advisors holds $2,498,971 across 2 Banks - Diversified names. JPM ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	C	Citigroup Inc	13,858	$1,939,565
2	JPM	Jpmorgan Chase & Co This page	1,709	$559,406

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$559,406	1,709	-6.8%	Shares	Sole	2026-07-10
2026-03-31	$539,195	1,833	+24.0%	Shares	Sole	2026-04-08
2025-12-31	$476,241	1,478	+15.6%	Shares	Sole	2026-01-14
2025-09-30	$403,119	1,278	-6.4%	Shares	Sole	2025-10-06
2025-06-30	$396,017	1,366	-8.0%	Shares	Sole	2025-07-09
2025-03-31	$364,270	1,485	+50.5%	Shares	Sole	2025-04-10
2024-12-31	$236,593	987	-31.5%	Shares	Sole	2025-01-14
2024-09-30	$303,849	1,441	+1.6%	Shares	Sole	2024-10-08
2024-06-30	$286,804	1,418	-4.1%	Shares	Sole	2024-07-11
2024-03-31	$296,043	1,478	-7.7%	Shares	Sole	2024-04-11
2023-12-31	$272,500	1,602	-11.1%	Shares	Sole	2024-01-22
2023-06-30	$262,082	1,802	-2.3%	Shares	Sole	2023-07-10
2023-03-31	$240,421	1,845	-5.2%	Shares	Sole	2023-04-10
2022-12-31	$260,958	1,946	+0.4%	Shares	Sole	2023-01-12
2022-09-30	$202,521	1,938	+55.0%	Shares	Sole	2022-10-11
2021-12-31	$197,937	1,250	-14.7%	Shares	Sole	2022-01-13
2021-03-31	$223,169	1,466	-9.6%	Shares	Sole	2021-04-12
2020-12-31	$205,980	1,621	—	Shares	Sole	2021-01-12
No filing history on record for this holder in this stock.