CA
Claro Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
38,886
-4,470
| -10% | -$1.3M | 1.86% | 13 |
|
|
2025
Q1 | $10.6M | Buy |
43,356
+643
| +2% | +$158K | 1.42% | 13 |
|
|
2024
Q4 | $10.2M | Sell |
42,713
-1,831
| -4% | -$439K | 1.38% | 13 |
|
|
2024
Q3 | $9.39M | Buy |
44,544
+1,697
| +4% | +$358K | 1.21% | 15 |
|
|
2024
Q2 | $8.67M | Buy |
42,847
+1,508
| +4% | +$305K | 1.35% | 14 |
|
|
2024
Q1 | $8.28M | Buy |
41,339
+574
| +1% | +$115K | 1.44% | 10 |
|
|
2023
Q4 | $6.93M | Buy |
40,765
+306
| +0.8% | +$52.1K | 1.5% | 10 |
|
|
2023
Q3 | $5.87M | Buy |
40,459
+2,383
| +6% | +$346K | 1.47% | 9 |
|
|
2023
Q2 | $5.54M | Buy |
38,076
+26
| +0.1% | +$3.78K | 1.38% | 10 |
|
|
2023
Q1 | $4.96M | Buy |
38,050
+493
| +1% | +$64.2K | 1.46% | 9 |
|
|
2022
Q4 | $5.04M | Buy |
37,557
+8,150
| +28% | +$1.09M | 1.65% | 9 |
|
|
2022
Q3 | $3.31M | Hold |
29,407
| – | – | 1.32% | 11 |
|
|
2022
Q2 | $3.31M | Buy |
29,407
+3,493
| +13% | +$393K | 1.32% | 11 |
|
|
2022
Q1 | $4.1M | Hold |
25,914
| – | – | 1.48% | 11 |
|
|
2021
Q4 | $4.1M | Buy |
25,914
+757
| +3% | +$120K | 1.48% | 11 |
|
|
2021
Q3 | $4.12M | Buy |
25,157
+695
| +3% | +$114K | 1.73% | 8 |
|
|
2021
Q2 | $3.81M | Buy |
24,462
+520
| +2% | +$80.9K | 1.71% | 9 |
|
|
2021
Q1 | $3.65M | Buy |
23,942
+552
| +2% | +$84K | 1.85% | 8 |
|
|
2020
Q4 | $2.97M | Buy |
23,390
+155
| +0.7% | +$19.7K | 1.58% | 9 |
|
|
2020
Q3 | $2.24M | Buy |
23,235
+414
| +2% | +$39.9K | 1.42% | 10 |
|
|
2020
Q2 | $2.15M | Buy |
22,821
+403
| +2% | +$37.9K | 1.48% | 11 |
|
|
2020
Q1 | $2.02M | Buy |
22,418
+683
| +3% | +$61.5K | 1.88% | 9 |
|
|
2019
Q4 | $3.03M | Buy |
21,735
+6,184
| +40% | +$862K | 2.33% | 6 |
|
|
2019
Q3 | $1.83M | Buy |
15,551
+22
| +0.1% | +$2.59K | 1.62% | 9 |
|
|
2019
Q2 | $1.74M | Sell |
15,529
-222
| -1% | -$24.8K | 1.6% | 13 |
|
|
2019
Q1 | $1.59M | Buy |
15,751
+356
| +2% | +$36K | 1.58% | 12 |
|
|
2018
Q4 | $1.74M | Buy |
+15,395
| New | +$1.74M | 1.39% | 10 |
|