Adero Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.84M | Buy |
19,747
+469
| +2% | +$115K | 0.32% | 36 |
|
|
2024
Q4 | $4.62M | Buy |
19,278
+472
| +3% | +$113K | 0.3% | 37 |
|
|
2024
Q3 | $3.97M | Buy |
18,806
+402
| +2% | +$84.8K | 0.26% | 39 |
|
|
2024
Q2 | $3.72M | Buy |
18,404
+1,578
| +9% | +$319K | 0.27% | 39 |
|
|
2024
Q1 | $3.37M | Buy |
16,826
+109
| +0.7% | +$21.8K | 0.26% | 41 |
|
|
2023
Q4 | $2.84M | Buy |
16,717
+402
| +2% | +$68.4K | 0.24% | 48 |
|
|
2023
Q3 | $2.37M | Sell |
16,315
-52
| -0.3% | -$7.54K | 0.23% | 46 |
|
|
2023
Q2 | $2.38M | Sell |
16,367
-212
| -1% | -$30.8K | 0.23% | 50 |
|
|
2023
Q1 | $2.16M | Buy |
16,579
+13,465
| +432% | +$1.75M | 0.24% | 52 |
|
|
2022
Q4 | $418K | Buy |
3,114
+333
| +12% | +$44.7K | 0.05% | 106 |
|
|
2022
Q3 | $340K | Buy |
2,781
+229
| +9% | +$28K | 0.04% | 113 |
|
|
2022
Q2 | $286K | Sell |
2,552
-378
| -13% | -$42.4K | 0.04% | 123 |
|
|
2022
Q1 | $399K | Sell |
2,930
-362
| -11% | -$49.3K | 0.06% | 105 |
|
|
2021
Q4 | $521K | Sell |
3,292
-517
| -14% | -$81.8K | 0.09% | 91 |
|
|
2021
Q3 | $624K | Sell |
3,809
-55
| -1% | -$9.01K | 0.11% | 75 |
|
|
2021
Q2 | $601K | Buy |
3,864
+768
| +25% | +$119K | 0.14% | 69 |
|
|
2021
Q1 | $471K | Buy |
3,096
+1,420
| +85% | +$216K | 0.21% | 68 |
|
|
2020
Q4 | $213K | Sell |
1,676
-404
| -19% | -$51.3K | 0.18% | 75 |
|
|
2020
Q3 | $200K | Buy |
+2,080
| New | +$200K | 0.16% | 83 |
|
|
2020
Q2 | – | Sell |
-2,375
| Closed | -$214K | – | 76 |
|
|
2020
Q1 | $214K | Buy |
2,375
+492
| +26% | +$44.3K | 0.35% | 62 |
|
|
2019
Q4 | $262K | Buy |
+1,883
| New | +$262K | 0.29% | 64 |
|