Clarity Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1767384 SAN JOSE, CA

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$10,963,591

+$1,065,990 QoQ

Shares Held

33,494

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.71%

of 13F equity value

Holder Rank

#1,379

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Dec 31, 2022

CallValue

$134,100

CallShares

1,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Clarity Wealth Advisors, LLC holds $22,253,841 across 3 Banks - Diversified names. JPM ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	33,494	$10,963,591
2	C	Citigroup Inc	78,076	$10,927,516
3	BAC	Bank Of America Corp /De/	6,366	$362,734

All Filings in JPM

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,963,591	33,494	-0.5%	Shares	Sole	2026-07-24
2026-03-31	$9,897,601	33,647	+0.5%	Shares	Sole	2026-04-24
2025-12-31	$10,792,758	33,495	-0.3%	Shares	Sole	2026-01-23
2025-09-30	$10,601,917	33,611	-0.2%	Shares	Sole	2025-10-24
2025-06-30	$9,765,328	33,684	+0.6%	Shares	Sole	2025-08-07
2025-03-31	$8,217,059	33,498	+0.9%	Shares	Sole	2025-04-30
2024-12-31	$7,961,008	33,211	+1.8%	Shares	Sole	2025-01-28
2024-09-30	$6,880,994	32,633	+2.9%	Shares	Sole	2024-10-18
2024-06-30	$6,412,653	31,705	-4.2%	Shares	Sole	2024-07-18
2024-03-31	$6,627,927	33,090	+1.0%	Shares	Sole	2024-04-18
2023-12-31	$5,570,434	32,748	+8.2%	Shares	Sole	2024-01-10
2023-09-30	$4,388,015	30,258	+8.5%	Shares	Sole	2023-11-07
2023-06-30	$4,055,885	27,887	+5.3%	Shares	Sole	2023-07-28
2023-03-31	$3,450,348	26,478	+4.5%	Shares	Sole	2023-05-10
2022-12-31	$134,100	1,000	—	Call	Sole	2023-02-06
2022-12-31	$3,396,618	25,329	+1.0%	Shares	Sole	2023-02-06
2022-09-30	$2,619,815	25,070	+10.6%	Shares	Sole	2022-11-01
2022-06-30	$2,552,530	22,667	+8.0%	Shares	Sole	2022-07-19
2022-03-31	$2,862,311	20,997	+10.2%	Shares	Sole	2022-05-02
2021-12-31	$3,017,042	19,053	+11.1%	Shares	Sole	2022-01-25
2021-09-30	$2,806,465	17,145	+11.6%	Shares	Sole	2021-10-20
2021-06-30	$2,389,872	15,365	+9.8%	Shares	Sole	2021-08-12
2021-03-31	$2,130,458	13,995	-4.8%	Shares	Sole	2021-04-28
2020-12-31	$1,867,039	14,693	+6.2%	Shares	Sole	2021-02-04
2020-09-30	$1,331,414	13,830	+2.2%	Shares	Sole	2020-10-13
2020-06-30	$1,272,255	13,526	+390.4%	Shares	Sole	2020-08-04
2020-03-31	$248,302	2,758	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.