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Adero Partners’s JPMorgan Chase JPM Stock Holding History

Adero Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.84M Buy
19,747
+469
+2% +$120K 0.32% 36
2024
Q4 		$4.62M Buy
19,278
+472
+3% +$110K 0.3% 37
2024
Q3 		$3.97M Buy
18,806
+402
+2% +$84.7K 0.26% 39
2024
Q2 		$3.72M Buy
18,404
+1,578
+9% +$309K 0.27% 39
2024
Q1 		$3.37M Buy
16,826
+109
+0.7% +$19.7K 0.26% 41
2023
Q4 		$2.84M Buy
16,717
+402
+2% +$60.9K 0.24% 48
2023
Q3 		$2.37M Sell
16,315
-52
-0.3% -$7.79K 0.23% 46
2023
Q2 		$2.38M Sell
16,367
-212
-1% -$29.2K 0.23% 50
2023
Q1 		$2.16M Buy
16,579
+13,465
+432% +$1.84M 0.24% 52
2022
Q4 		$418K Buy
3,114
+333
+12% +$42.2K 0.05% 106
2022
Q3 		$340K Buy
2,781
+229
+9% +$26.3K 0.04% 113
2022
Q2 		$286K Sell
2,552
-378
-13% -$46.8K 0.04% 123
2022
Q1 		$399K Sell
2,930
-362
-11% -$53.4K 0.06% 105
2021
Q4 		$521K Sell
3,292
-517
-14% -$84.9K 0.09% 91
2021
Q3 		$624K Sell
3,809
-55
-1% -$8.62K 0.11% 75
2021
Q2 		$601K Buy
3,864
+768
+25% +$121K 0.14% 69
2021
Q1 		$471K Buy
3,096
+1,420
+85% +$204K 0.21% 68
2020
Q4 		$213K Sell
1,676
-404
-19% -$45.2K 0.18% 75
2020
Q3 		$200K Buy
+2,080
New +$204K 0.16% 83
2020
Q2 		– Sell
-2,375
Closed -$214K – 79
2020
Q1 		$214K Buy
2,375
+492
+26% +$59.8K 0.35% 62
2019
Q4 		$262K Buy
+1,883
New +$242K 0.29% 64

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Adero Partners's JPM Position: Q1 2025 in Review

Adero Partners increased its JPMorgan Chase (JPM) stake by 2.4% in Q1 2025, buying an estimated $120K and bringing the position to 19,747 shares worth $4.84M. The position accounts for 0.32% of the portfolio, ranked #36.

Adero Partners first reported a position in JPM in Q4 2019 and has held it in 21 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Adero Partners held 19,747 shares of JPMorgan Chase worth $4.84M as of Q1 2025.
  • Adero Partners bought 469 JPMorgan Chase shares in Q1 2025, an estimated $120K.
  • JPMorgan Chase made up 0.32% of Adero Partners's portfolio in Q1 2025, its #36 holding.
  • Adero Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 21 quarters since.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.