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Claro Advisors’s JPMorgan Chase JPM Stock Holding History

Claro Advisors’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
2026
Q1 		$11.9M Buy
40,463
+1,854
+5% +$563K 1.43% 15
2025
Q4 		$12.4M Sell
38,609
-789
-2% -$244K 1.69% 13
2025
Q3 		$12.4M Buy
39,398
+512
+1% +$152K 1.81% 12
2025
Q2 		$11.3M Sell
38,886
-4,470
-10% -$1.14M 1.86% 13
2025
Q1 		$10.6M Buy
43,356
+643
+2% +$164K 1.42% 13
2024
Q4 		$10.2M Sell
42,713
-1,831
-4% -$426K 1.38% 13
2024
Q3 		$9.39M Buy
44,544
+1,697
+4% +$357K 1.21% 15
2024
Q2 		$8.67M Buy
42,847
+1,508
+4% +$295K 1.35% 14
2024
Q1 		$8.28M Buy
41,339
+574
+1% +$104K 1.44% 10
2023
Q4 		$6.93M Buy
40,765
+306
+0.8% +$46.4K 1.5% 10
2023
Q3 		$5.87M Buy
40,459
+2,383
+6% +$357K 1.47% 9
2023
Q2 		$5.54M Buy
38,076
+26
+0.1% +$3.58K 1.38% 10
2023
Q1 		$4.96M Buy
38,050
+493
+1% +$67.5K 1.46% 9
2022
Q4 		$5.04M Buy
37,557
+8,150
+28% +$1.03M 1.65% 9
2022
Q3 		$3.31M Hold
29,407
– – 1.32% 11
2022
Q2 		$3.31M Buy
29,407
+3,493
+13% +$433K 1.32% 11
2022
Q1 		$4.1M Hold
25,914
– – 1.48% 11
2021
Q4 		$4.1M Buy
25,914
+757
+3% +$124K 1.48% 11
2021
Q3 		$4.12M Buy
25,157
+695
+3% +$109K 1.73% 8
2021
Q2 		$3.81M Buy
24,462
+520
+2% +$81.7K 1.71% 9
2021
Q1 		$3.65M Buy
23,942
+552
+2% +$79.4K 1.85% 8
2020
Q4 		$2.97M Buy
23,390
+155
+0.7% +$17.3K 1.58% 9
2020
Q3 		$2.24M Buy
23,235
+414
+2% +$40.7K 1.42% 10
2020
Q2 		$2.15M Buy
22,821
+403
+2% +$38.2K 1.48% 11
2020
Q1 		$2.02M Buy
22,418
+683
+3% +$83K 1.88% 9
2019
Q4 		$3.03M Buy
21,735
+6,184
+40% +$793K 2.33% 6
2019
Q3 		$1.83M Buy
15,551
+22
+0.1% +$2.49K 1.62% 9
2019
Q2 		$1.74M Sell
15,529
-222
-1% -$24.5K 1.6% 13
2019
Q1 		$1.59M Buy
15,751
+356
+2% +$36.7K 1.58% 12
2018
Q4 		$1.74M Buy
+15,395
New +$1.64M 1.39% 10

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Claro Advisors's JPM Position: Q1 2026 in Review

Claro Advisors increased its JPMorgan Chase (JPM) stake by 4.8% in Q1 2026, buying an estimated $563K and bringing the position to 40,463 shares worth $11.9M. The position accounts for 1.43% of the portfolio, ranked #15.

Claro Advisors first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.4M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Claro Advisors held 40,463 shares of JPMorgan Chase worth $11.9M as of Q1 2026.
  • Claro Advisors bought 1,854 JPMorgan Chase shares in Q1 2026, an estimated $563K.
  • JPMorgan Chase made up 1.43% of Claro Advisors's portfolio in Q1 2026, its #15 holding.
  • Claro Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's JPMorgan Chase position peaked at $12.4M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.