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Disclosery

Claro Advisors Inc.: JPM position timeline

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

Claro Advisors Inc. held 40,391 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,391 shares
    Change vs previous 13F -72 shares

    1.39% of the 13F portfolio, value $13,221,186.

    13F-HR 0001951757-26-001082 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 40,463 shares
    Change vs previous 13F +1,854 shares

    1.43% of the 13F portfolio, value $11,902,554.

    13F-HR 0001951757-26-000657 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 38,609 shares
    Change vs previous 13F -789 shares

    1.7% of the 13F portfolio, value $12,440,440.

    13F-HR 0001951757-26-000472 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 39,398 shares
    Change vs previous 13F +512 shares

    1.81% of the 13F portfolio, value $12,427,284.

    13F-HR 0001951757-25-001396 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 38,886 shares
    Change vs previous 13F -4,470 shares

    1.86% of the 13F portfolio, value $11,273,370.

    13F-HR 0001951757-25-001033 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 43,356 shares
    Change vs previous 13F +643 shares

    1.42% of the 13F portfolio, value $10,635,130.

    13F-HR 0001951757-25-000537 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 42,713 shares
    Change vs previous 13F -1,831 shares

    1.39% of the 13F portfolio, value $10,238,677.

    13F-HR 0001951757-25-000003 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 44,544 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $9,392,635.

    13F-HR/A 0001951757-24-001183 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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