JPMorgan Chase & Co. shares owned by Claro Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 39k | 315.43 |
| 2025-06-30 | $11M | 39k | 289.91 |
| 2025-03-31 | $11M | 43k | 245.30 |
| 2024-12-31 | $10M | 43k | 239.71 |
| 2024-09-30 | $982k | 9.1k | 107.66 |
| 2024-06-30 | $8.7M | 43k | 202.26 |
| 2024-03-31 | $8.3M | 41k | 200.30 |
| 2023-12-31 | $6.9M | 41k | 170.10 |
| 2023-09-30 | $5.9M | 41k | 145.02 |
| 2023-06-30 | $5.5M | 38k | 145.44 |
| 2023-03-31 | $5.0M | 38k | 130.31 |
| 2022-12-31 | $5.0M | 38k | 134.09 |
| 2022-09-30 | $3.3M | 29k | 112.59 |
| 2022-06-30 | $3.3M | 29k | 112.59 |
| 2022-03-31 | $4.1M | 26k | 158.37 |
| 2021-12-31 | $4.1M | 26k | 158.37 |
| 2021-09-30 | $4.1M | 25k | 163.69 |
| 2021-06-30 | $3.8M | 25k | 155.55 |
| 2021-03-31 | $3.6M | 24k | 152.24 |
| 2020-12-31 | $3.0M | 23k | 127.06 |
| 2020-09-30 | $2.2M | 23k | 96.28 |
| 2020-06-30 | $2.1M | 23k | 94.08 |
| 2020-03-31 | $2.0M | 22k | 90.02 |
| 2019-12-31 | $3.0M | 22k | 139.41 |
| 2019-09-30 | $1.8M | 16k | 117.68 |
| 2019-06-30 | $1.7M | 16k | 111.79 |
| 2019-03-31 | $1.6M | 16k | 101.20 |
| 2018-12-31 | $1.7M | 15k | 112.83 |