Claro Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.2M | Sell |
40,391
-72
| -0.2% | -$22.4K | 1.39% | 15 |
|
|
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
Claro Advisors's JPM Position: Q2 2026 in Review
Claro Advisors reduced its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, selling an estimated $22.4K and leaving 40,391 shares worth $13.2M. The position accounts for 1.39% of the portfolio, ranked #15.
Claro Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Claro Advisors held 40,391 shares of JPMorgan Chase worth $13.2M as of Q2 2026.
- Claro Advisors sold 72 JPMorgan Chase shares in Q2 2026, an estimated $22.4K.
- JPMorgan Chase made up 1.39% of Claro Advisors's portfolio in Q2 2026, its #15 holding.
- Claro Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.