Adero Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.84M | Buy |
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|
2024
Q4 | $4.62M | Buy |
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|
2024
Q3 | $3.97M | Buy |
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|
2024
Q2 | $3.72M | Buy |
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|
2024
Q1 | $3.37M | Buy |
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|
2023
Q4 | $2.84M | Buy |
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|
2023
Q3 | $2.37M | Sell |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $2.16M | Buy |
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|
2022
Q4 | $418K | Buy |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $521K | Sell |
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|
2021
Q3 | $624K | Sell |
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|
2021
Q2 | $601K | Buy |
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|
2021
Q1 | $471K | Buy |
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|
2020
Q4 | $213K | Sell |
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|
2020
Q3 | $200K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $214K | Buy |
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|
2019
Q4 | $262K | Buy |
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