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Disclosery

Adero Partners, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adero Partners, LLC on JPM, newest first. How the timeline and the estimate are built.

Adero Partners, LLC held 19,747 JPM shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 19,747 shares
    Change vs previous 13F +469 shares

    0.32% of the 13F portfolio, value $4,844,024.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 19,278 shares
    Change vs previous 13F +472 shares

    0.3% of the 13F portfolio, value $4,621,069.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 18,806 shares
    Change vs previous 13F +402 shares

    0.26% of the 13F portfolio, value $3,965,399.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 18,404 shares
    Change vs previous 13F +1,578 shares

    0.27% of the 13F portfolio, value $3,722,397.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 16,826 shares
    Change vs previous 13F +109 shares

    0.26% of the 13F portfolio, value $3,370,252.

    13F-HR 0001765380-24-000170 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 16,717 shares
    Change vs previous 13F +402 shares

    0.24% of the 13F portfolio, value $2,843,556.

    13F-HR 0001765380-24-000070 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 16,315 shares
    Change vs previous 13F -52 shares

    0.23% of the 13F portfolio, value $2,365,961.

    13F-HR 0001765380-23-000249 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 16,367 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,380,359.

    13F-HR 0001765380-23-000127 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).